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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 | $115,302 | $108,882+5.9% | $96,754+19.2% | $154,746-25.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.29% | 98.39%-84.1pp | 82.04%-67.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,052 | $3,018-32.0% | $2,679-23.4% | $4,379-53.2% |
| Participant deferral / active EE | $2,959 | $5,323-44.4% | $4,758-37.8% | $6,730-56.0% |
| Admin fee / account holder | $40,720 | $10,200+299.2% | $8,905+357.3% | $14,365+183.5% |