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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 | $76,890 | $148,623-48.3% | $135,974-43.5% | $139,466-44.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.02% | 79.30%-66.3pp | 68.30%-55.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $2,903 | $5,246-44.7% | $4,859-40.3% | $4,754-38.9% |
| Participant deferral / active EE | $2,846 | $8,103-64.9% | $7,760-63.3% | $6,712-57.6% |
| Admin fee / account holder | $38,307 | $12,406+208.8% | $10,767+255.8% | $11,409+235.8% |