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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 | $90,659 | $115,814-21.7% | $101,275-10.5% | $158,982-43.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.06% | 56.16%-34.1pp | 46.48%-24.4pp | 302.99%-280.9pp |
| Employer contribution / active EE | $11,881 | $4,176+184.5% | $3,660+224.6% | $4,763+149.5% |
| Participant deferral / active EE | $8,724 | $4,958+76.0% | $4,371+99.6% | $5,983+45.8% |
| Admin fee / account holder | $53,757 | $7,249+641.6% | $5,948+803.8% | $11,252+377.8% |