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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,290 | $112,131-22.2% | $95,964-9.0% | $158,982-45.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.61% | 171.19%-155.6pp | 91.64%-76.0pp | 302.99%-287.4pp |
| Employer contribution / active EE | $1,883 | $3,199-41.1% | $2,541-25.9% | $4,763-60.5% |
| Participant deferral / active EE | $4,182 | $4,784-12.6% | $4,167+0.4% | $5,983-30.1% |
| Admin fee / account holder | $5,131 | $10,136-49.4% | $6,797-24.5% | $11,252-54.4% |