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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 | $71,298 | $183,516-61.1% | $155,534-54.2% | $145,884-51.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.73% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $4,394 | $5,315-17.3% | $4,675-6.0% | $4,662-5.8% |
| Participant deferral / active EE | $6,870 | $6,467+6.2% | $5,630+22.0% | $6,690+2.7% |
| Admin fee / account holder | $105,615 | $19,293+447.4% | $15,900+564.3% | $13,392+688.7% |