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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 | $50,138 | $183,539-72.7% | $155,556-67.8% | $145,897-65.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.41% | 61.31%-44.9pp | 64.84%-48.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,637 | $5,315-69.2% | $4,675-65.0% | $4,663-64.9% |
| Participant deferral / active EE | $3,810 | $6,467-41.1% | $5,631-32.3% | $6,689-43.0% |
| Admin fee / account holder | $3,391 | $19,275-82.4% | $15,885-78.7% | $13,390-74.7% |