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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 | $92,674 | $106,923-13.3% | $84,023+10.3% | $152,909-39.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.97% | 105.02%-81.0pp | 71.32%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,930 | $2,735-29.5% | $1,984-2.7% | $4,764-59.5% |
| Participant deferral / active EE | $6,931 | $4,013+72.7% | $3,239+114.0% | $5,851+18.4% |
| Admin fee / account holder | $15,776 | $8,289+90.3% | $6,102+158.5% | $11,601+36.0% |