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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 | $31,466 | $157,829-80.1% | $136,867-77.0% | $198,609-84.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.01% | 51.25%-40.2pp | 42.97%-32.0pp | 202.70%-191.7pp |
| Employer contribution / active EE | $5,900 | $3,923+50.4% | $3,547+66.3% | $5,055+16.7% |
| Participant deferral / active EE | $5,840 | $5,463+6.9% | $4,924+18.6% | $6,977-16.3% |
| Admin fee / account holder | $79,375 | $11,107+614.6% | $10,340+667.6% | $19,030+317.1% |