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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 | $78,104 | $176,402-55.7% | $134,162-41.8% | $158,982-50.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.36% | 63.66%-46.3pp | 36.35%-19.0pp | 302.99%-285.6pp |
| Employer contribution / active EE | $3,178 | $5,042-37.0% | $3,705-14.2% | $4,763-33.3% |
| Participant deferral / active EE | $12,829 | $4,093+213.5% | $3,500+266.6% | $5,983+114.4% |
| Admin fee / account holder | $10,999 | $8,719+26.1% | $6,685+64.5% | $11,252-2.2% |