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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 | $92,239 | $176,402-47.7% | $134,155-31.2% | $158,950-42.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.73% | 63.66%-50.9pp | 36.34%-23.6pp | 302.91%-290.2pp |
| Employer contribution / active EE | $7,070 | $5,042+40.2% | $3,705+90.8% | $4,762+48.5% |
| Participant deferral / active EE | $15,150 | $4,093+270.2% | $3,500+332.9% | $5,983+153.2% |
| Admin fee / account holder | $39,653 | $8,719+354.8% | $6,685+493.2% | $11,248+252.5% |