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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 | $103,137 | $103,008+0.1% | $90,304+14.2% | $152,897-32.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.19% | 95.22%-72.0pp | 78.13%-54.9pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,753 | $3,139-44.2% | $2,855-38.6% | $4,764-63.2% |
| Participant deferral / active EE | $2,890 | $4,281-32.5% | $3,885-25.6% | $5,851-50.6% |
| Admin fee / account holder | $11,706 | $6,175+89.6% | $5,354+118.6% | $11,599+0.9% |