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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 | $83,923 | $108,942-23.0% | $100,415-16.4% | $145,897-42.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.91% | 58.27%-38.4pp | 49.47%-29.6pp | 552.29%-532.4pp |
| Employer contribution / active EE | $3,271 | $4,422-26.0% | $3,943-17.1% | $4,663-29.9% |
| Participant deferral / active EE | $15,250 | $8,461+80.2% | $8,091+88.5% | $6,689+128.0% |
| Admin fee / account holder | $4,680 | $9,702-51.8% | $7,906-40.8% | $13,390-65.1% |