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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 | $92,628 | $103,038-10.1% | $90,324+2.6% | $152,909-39.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.38% | 95.25%-76.9pp | 78.15%-59.8pp | 345.46%-327.1pp |
| Employer contribution / active EE | $2,254 | $3,141-28.2% | $2,856-21.1% | $4,764-52.7% |
| Participant deferral / active EE | $15,420 | $4,282+260.1% | $3,885+296.9% | $5,851+163.5% |
| Admin fee / account holder | $5,682 | $6,177-8.0% | $5,356+6.1% | $11,601-51.0% |