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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 | $102,716 | $183,539-44.0% | $155,556-34.0% | $145,897-29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.03% | 61.31%-46.3pp | 64.84%-49.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,472 | $5,315-53.5% | $4,675-47.1% | $4,663-47.0% |
| Participant deferral / active EE | $4,761 | $6,467-26.4% | $5,631-15.4% | $6,689-28.8% |
| Admin fee / account holder | $939 | $19,275-95.1% | $15,885-94.1% | $13,390-93.0% |