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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 | $79,870 | $183,592-56.5% | $155,567-48.7% | $145,959-45.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.29% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,933 | $5,315-44.8% | $4,674-37.3% | $4,661-37.1% |
| Participant deferral / active EE | $9,807 | $6,464+51.7% | $5,628+74.3% | $6,689+46.6% |
| Admin fee / account holder | $95,276 | $19,318+393.2% | $15,916+498.6% | $13,398+611.1% |