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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 | $86,156 | $116,203-25.9% | $93,621-8.0% | $152,897-43.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 15.30% | 35.96%-20.7pp | 32.76%-17.5pp | 345.43%-330.1pp |
| Employer contribution / active EE | $16,010 | $3,219+397.3% | $2,719+488.9% | $4,764+236.1% |
| Participant deferral / active EE | $5,954 | $4,605+29.3% | $4,070+46.3% | $5,851+1.8% |
| Admin fee / account holder | $130,838 | $10,751+1117.0% | $7,890+1558.3% | $11,599+1028.0% |