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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 | $227,399-60.1% | $189,758-52.2% | $198,609-54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.86% | 61.03%-43.2pp | 52.62%-34.8pp | 202.70%-184.8pp |
| Employer contribution / active EE | $3,667 | $5,526-33.6% | $4,767-23.1% | $5,055-27.5% |
| Participant deferral / active EE | $5,239 | $6,837-23.4% | $5,856-10.5% | $6,977-24.9% |
| Admin fee / account holder | $99,146 | $25,162+294.0% | $20,388+386.3% | $19,030+421.0% |