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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 | $100,139-13.0% | $85,187+2.3% | $145,884-40.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.20% | 84.15%-68.0pp | 66.67%-50.5pp | 551.85%-535.6pp |
| Employer contribution / active EE | $12,112 | $3,238+274.1% | $2,732+343.3% | $4,662+159.8% |
| Participant deferral / active EE | $5,190 | $5,296-2.0% | $4,525+14.7% | $6,690-22.4% |
| Admin fee / account holder | $42,272 | $7,262+482.1% | $6,162+586.0% | $13,392+215.7% |