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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 | $67,134 | $100,073-32.9% | $85,126-21.1% | $145,877-54.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.09% | 84.11%-75.0pp | 66.63%-57.5pp | 551.28%-542.2pp |
| Employer contribution / active EE | $3,733 | $3,236+15.3% | $2,731+36.7% | $4,663-20.0% |
| Participant deferral / active EE | $9,850 | $5,294+86.0% | $4,523+117.8% | $6,691+47.2% |
| Admin fee / account holder | $43,327 | $7,261+496.7% | $6,160+603.3% | $13,402+223.3% |