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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 | $97,493 | $109,344-10.8% | $89,400+9.1% | $158,950-38.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.30% | 345.73%-336.4pp | 245.64%-236.3pp | 302.91%-293.6pp |
| Employer contribution / active EE | $2,208 | $3,170-30.3% | $2,586-14.6% | $4,762-53.6% |
| Participant deferral / active EE | $5,562 | $4,599+20.9% | $3,890+43.0% | $5,983-7.0% |
| Admin fee / account holder | $14,923 | $6,154+142.5% | $4,882+205.7% | $11,248+32.7% |