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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 | $53,515 | $201,370-73.4% | $184,256-71.0% | $145,897-63.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.27% | 29.05%-12.8pp | 28.85%-12.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $3,500 | $7,024-50.2% | $6,427-45.5% | $4,663-24.9% |
| Participant deferral / active EE | $8,817 | $9,808-10.1% | $9,133-3.5% | $6,689+31.8% |
| Admin fee / account holder | $113,047 | $16,364+590.8% | $13,899+713.3% | $13,390+744.2% |