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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 | $96,312 | $111,535-13.6% | $105,223-8.5% | $137,256-29.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.65% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,097 | $3,939-46.8% | $3,689-43.1% | $4,156-49.5% |
| Participant deferral / active EE | $14,646 | $5,500+166.3% | $5,072+188.8% | $6,407+128.6% |
| Admin fee / account holder | $270,000 | $9,721+2677.4% | $8,859+2947.8% | $12,270+2100.5% |