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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 | $114,623 | $106,905+7.2% | $84,020+36.4% | $152,885-25.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 26.90% | 105.00%-78.1pp | 71.31%-44.4pp | 345.39%-318.5pp |
| Employer contribution / active EE | $1,946 | $2,735-28.8% | $1,984-1.9% | $4,763-59.1% |
| Participant deferral / active EE | $2,477 | $4,012-38.3% | $3,239-23.5% | $5,851-57.7% |
| Admin fee / account holder | $323 | $8,287-96.1% | $6,101-94.7% | $11,598-97.2% |