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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 | $85,069 | $148,582-42.7% | $135,942-37.4% | $139,456-39.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.00% | 79.26%-66.3pp | 68.28%-55.3pp | 373.45%-360.4pp |
| Employer contribution / active EE | $1,990 | $5,245-62.1% | $4,858-59.0% | $4,753-58.1% |
| Participant deferral / active EE | $4,802 | $8,101-40.7% | $7,759-38.1% | $6,711-28.5% |
| Admin fee / account holder | $56,985 | $12,402+359.5% | $10,764+429.4% | $11,407+399.6% |