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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 | $105,104 | $136,214-22.8% | $98,775+6.4% | $167,536-37.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 14.59% | 67.53%-52.9pp | 49.92%-35.3pp | 478.82%-464.2pp |
| Employer contribution / active EE | $3,109 | $2,631+18.1% | $2,067+50.4% | $4,839-35.8% |
| Participant deferral / active EE | $8,980 | $3,716+141.7% | $3,035+195.9% | $6,342+41.6% |
| Admin fee / account holder | $10,185 | $5,031+102.4% | $4,076+149.9% | $12,315-17.3% |