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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 | $84,658 | $99,921-15.3% | $85,009-0.4% | $145,959-42.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 83.89%-73.5pp | 66.47%-56.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $4,315 | $3,233+33.5% | $2,728+58.2% | $4,661-7.4% |
| Participant deferral / active EE | $6,459 | $5,293+22.0% | $4,522+42.8% | $6,689-3.4% |
| Admin fee / account holder | $41,088 | $7,252+466.6% | $6,153+567.8% | $13,398+206.7% |