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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 | $144,097 | $183,539-21.5% | $155,556-7.4% | $145,897-1.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.67% | 61.31%-44.6pp | 64.84%-48.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $2,690 | $5,315-49.4% | $4,675-42.5% | $4,663-42.3% |
| Participant deferral / active EE | $3,705 | $6,467-42.7% | $5,631-34.2% | $6,689-44.6% |
| Admin fee / account holder | $714 | $19,275-96.3% | $15,885-95.5% | $13,390-94.7% |