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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 | $99,379 | $196,972-49.5% | $182,262-45.5% | $198,609-50.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.49% | 158.27%-148.8pp | 140.60%-131.1pp | 202.70%-193.2pp |
| Employer contribution / active EE | $2,643 | $5,364-50.7% | $5,046-47.6% | $5,055-47.7% |
| Participant deferral / active EE | $6,032 | $8,643-30.2% | $8,276-27.1% | $6,977-13.5% |
| Admin fee / account holder | $70,870 | $18,429+284.6% | $16,712+324.1% | $19,030+272.4% |