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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 | $84,719 | $115,814-26.8% | $101,275-16.3% | $158,982-46.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.75% | 56.16%-46.4pp | 46.48%-36.7pp | 302.99%-293.2pp |
| Employer contribution / active EE | $2,096 | $4,176-49.8% | $3,660-42.7% | $4,763-56.0% |
| Participant deferral / active EE | $2,670 | $4,958-46.1% | $4,371-38.9% | $5,983-55.4% |
| Admin fee / account holder | $14,716 | $7,249+103.0% | $5,948+147.4% | $11,252+30.8% |