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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 | $87,849 | $124,346-29.4% | $111,308-21.1% | $167,536-47.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.70% | 37.45%-20.8pp | 54.67%-38.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $5,983 | $3,437+74.1% | $2,732+119.0% | $4,839+23.6% |
| Participant deferral / active EE | $4,942 | $5,182-4.6% | $4,487+10.1% | $6,342-22.1% |
| Admin fee / account holder | $6,397 | $10,621-39.8% | $7,965-19.7% | $12,315-48.1% |