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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 | $87,164 | $100,203-13.0% | $85,240+2.3% | $145,897-40.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.20% | 84.28%-68.1pp | 66.75%-50.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $12,112 | $3,242+273.6% | $2,735+342.8% | $4,663+159.8% |
| Participant deferral / active EE | $5,190 | $5,299-2.0% | $4,527+14.6% | $6,689-22.4% |
| Admin fee / account holder | $42,272 | $7,265+481.9% | $6,165+585.7% | $13,390+215.7% |