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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 | $101,134 | $176,402-42.7% | $134,162-24.6% | $158,966-36.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.61% | 63.66%-52.0pp | 36.35%-24.7pp | 302.95%-291.3pp |
| Employer contribution / active EE | $4,900 | $5,042-2.8% | $3,705+32.3% | $4,762+2.9% |
| Participant deferral / active EE | $3,454 | $4,093-15.6% | $3,500-1.3% | $5,983-42.3% |
| Admin fee / account holder | $69,604 | $8,719+698.3% | $6,685+941.1% | $11,250+518.7% |