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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 | $44,891 | $183,627-75.6% | $155,602-71.2% | $145,978-69.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.95% | 61.32%-51.4pp | 64.81%-54.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,292 | $5,316-56.9% | $4,675-51.0% | $4,662-50.8% |
| Participant deferral / active EE | $4,952 | $6,466-23.4% | $5,629-12.0% | $6,690-26.0% |
| Admin fee / account holder | $84,098 | $19,327+335.1% | $15,923+428.1% | $13,400+527.6% |