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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 | $83,963 | $196,972-57.4% | $182,262-53.9% | $198,609-57.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 41.70% | 158.27%-116.6pp | 140.60%-98.9pp | 202.70%-161.0pp |
| Employer contribution / active EE | $3,469 | $5,364-35.3% | $5,046-31.2% | $5,055-31.4% |
| Participant deferral / active EE | $15,989 | $8,643+85.0% | $8,276+93.2% | $6,977+129.2% |
| Admin fee / account holder | $9,183 | $18,429-50.2% | $16,712-45.1% | $19,030-51.7% |