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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 | $88,094 | $197,819-55.5% | $155,789-43.5% | $125,388-29.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 4.49% | 86.73%-82.2pp | 71.54%-67.0pp | 282.24%-277.7pp |
| Employer contribution / active EE | $2,385 | $4,850-50.8% | $3,839-37.9% | $4,866-51.0% |
| Participant deferral / active EE | $4,307 | $5,631-23.5% | $4,798-10.2% | $5,352-19.5% |
| Admin fee / account holder | $3,890 | $9,544-59.2% | $7,477-48.0% | $9,541-59.2% |