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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 | $99,921-12.8% | $85,009+2.5% | $145,959-40.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.20% | 83.89%-67.7pp | 66.47%-50.3pp | 561.95%-545.7pp |
| Employer contribution / active EE | $12,112 | $3,233+274.7% | $2,728+343.9% | $4,661+159.9% |
| Participant deferral / active EE | $5,190 | $5,293-1.9% | $4,522+14.8% | $6,689-22.4% |
| Admin fee / account holder | $42,272 | $7,252+482.9% | $6,153+587.1% | $13,398+215.5% |