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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 | $74,294 | $109,967-32.4% | $97,197-23.6% | $145,877-49.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.69% | 244.27%-233.6pp | 75.47%-64.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,521 | $3,077+14.4% | $2,723+29.3% | $4,663-24.5% |
| Participant deferral / active EE | $4,466 | $4,676-4.5% | $4,263+4.7% | $6,691-33.3% |
| Admin fee / account holder | $1,727 | $6,199-72.1% | $5,637-69.4% | $13,402-87.1% |