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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 | $96,137 | $101,063-4.9% | $81,473+18.0% | $147,586-34.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 9.25% | 32.41%-23.2pp | 38.78%-29.5pp | 578.59%-569.3pp |
| Employer contribution / active EE | $2,038 | $3,206-36.4% | $2,568-20.6% | $4,876-58.2% |
| Participant deferral / active EE | $3,383 | $4,242-20.3% | $3,537-4.4% | $5,439-37.8% |
| Admin fee / account holder | $25,094 | $5,812+331.7% | $4,561+450.2% | $10,886+130.5% |