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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 | $75,666 | $108,911-30.5% | $100,392-24.6% | $145,884-48.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.99% | 58.23%-44.2pp | 49.45%-35.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,460 | $4,420-44.3% | $3,941-37.6% | $4,662-47.2% |
| Participant deferral / active EE | $13,733 | $8,459+62.3% | $8,090+69.8% | $6,690+105.3% |
| Admin fee / account holder | $172,700 | $9,698+1680.7% | $7,904+2084.9% | $13,392+1189.6% |