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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 | $106,876 | $91,537+16.8% | $130,045-17.8% | $75,173+42.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 28.94% | -631.55%+660.5pp | -137.30%+166.2pp | 160.72%-131.8pp |
| Employer contribution / active EE | $2,725 | $2,845-4.2% | $4,321-37.0% | $2,671+2.0% |
| Participant deferral / active EE | $5,664 | $4,343+30.4% | $5,820-2.7% | $4,126+37.3% |
| Admin fee / account holder | $6,290 | $6,780-7.2% | $10,600-40.7% | $5,651+11.3% |