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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 | $76,525 | $115,810-33.9% | $101,271-24.4% | $158,966-51.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.39% | 56.15%-40.8pp | 46.48%-31.1pp | 302.95%-287.6pp |
| Employer contribution / active EE | $3,035 | $4,175-27.3% | $3,660-17.1% | $4,762-36.3% |
| Participant deferral / active EE | $3,668 | $4,958-26.0% | $4,371-16.1% | $5,983-38.7% |
| Admin fee / account holder | $17,460 | $7,248+140.9% | $5,948+193.6% | $11,250+55.2% |