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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 | $94,298 | $124,346-24.2% | $111,306-15.3% | $167,553-43.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 41.81% | 37.46%+4.4pp | 54.67%-12.9pp | 478.89%-437.1pp |
| Employer contribution / active EE | $2,929 | $3,438-14.8% | $2,732+7.2% | $4,840-39.5% |
| Participant deferral / active EE | $6,448 | $5,182+24.4% | $4,488+43.7% | $6,343+1.7% |
| Admin fee / account holder | $22,700 | $10,623+113.7% | $7,966+185.0% | $12,316+84.3% |