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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 | $68,022 | $111,878-39.2% | $93,727-27.4% | $145,897-53.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.71% | 204.28%-183.6pp | 133.83%-113.1pp | 552.29%-531.6pp |
| Employer contribution / active EE | $3,161 | $3,092+2.2% | $2,421+30.5% | $4,663-32.2% |
| Participant deferral / active EE | $5,680 | $4,920+15.4% | $4,417+28.6% | $6,689-15.1% |
| Admin fee / account holder | $4,871 | $10,256-52.5% | $8,292-41.2% | $13,390-63.6% |