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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 | $93,109 | $111,535-16.5% | $105,223-11.5% | $137,256-32.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.82% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,637 | $3,939-33.1% | $3,689-28.5% | $4,156-36.5% |
| Participant deferral / active EE | $11,943 | $5,500+117.2% | $5,072+135.5% | $6,407+86.4% |
| Admin fee / account holder | $76,637 | $9,721+688.3% | $8,859+765.1% | $12,270+524.6% |