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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 | $90,628 | $185,312-51.1% | $161,489-43.9% | $154,746-41.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.86% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,667 | $4,769-23.1% | $4,268-14.1% | $4,379-16.3% |
| Participant deferral / active EE | $5,239 | $6,350-17.5% | $5,630-6.9% | $6,730-22.2% |
| Admin fee / account holder | $99,146 | $18,654+431.5% | $16,006+519.4% | $14,365+590.2% |