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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 | $103,773 | $115,814-10.4% | $101,275+2.5% | $158,982-34.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.45% | 56.16%-42.7pp | 46.48%-33.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $2,157 | $4,176-48.3% | $3,660-41.1% | $4,763-54.7% |
| Participant deferral / active EE | $4,470 | $4,958-9.9% | $4,371+2.3% | $5,983-25.3% |
| Admin fee / account holder | $19,900 | $7,249+174.5% | $5,948+234.6% | $11,252+76.9% |