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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 | $104,680 | $152,619-31.4% | $125,195-16.4% | $152,909-31.5% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 18.49% | 54.85%-36.4pp | 43.79%-25.3pp | 345.46%-327.0pp |
| Employer contribution / active EE | $2,704 | $4,947-45.3% | $3,866-30.1% | $4,764-43.2% |
| Participant deferral / active EE | $13,028 | $5,869+122.0% | $4,937+163.9% | $5,851+122.7% |
| Admin fee / account holder | $101,882 | $13,437+658.2% | $9,704+949.9% | $11,601+778.2% |