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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 | $92,909 | $107,941-13.9% | $91,994+1.0% | $152,897-39.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 30.27% | 89.28%-59.0pp | 69.04%-38.8pp | 345.43%-315.2pp |
| Employer contribution / active EE | $2,534 | $4,212-39.8% | $3,453-26.6% | $4,764-46.8% |
| Participant deferral / active EE | $3,643 | $6,366-42.8% | $5,924-38.5% | $5,851-37.7% |
| Admin fee / account holder | $596 | $10,521-94.3% | $7,744-92.3% | $11,599-94.9% |