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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 | $90,531 | $227,399-60.2% | $189,758-52.3% | $198,609-54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.42% | 61.03%-49.6pp | 52.62%-41.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $4,230 | $5,526-23.5% | $4,767-11.3% | $5,055-16.3% |
| Participant deferral / active EE | $6,032 | $6,837-11.8% | $5,856+3.0% | $6,977-13.5% |
| Admin fee / account holder | $46,502 | $25,162+84.8% | $20,388+128.1% | $19,030+144.4% |