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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 | $98,764 | $183,516-46.2% | $155,534-36.5% | $145,884-32.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.39% | 61.43%-42.0pp | 64.92%-45.5pp | 551.85%-532.5pp |
| Employer contribution / active EE | $3,165 | $5,315-40.4% | $4,675-32.3% | $4,662-32.1% |
| Participant deferral / active EE | $5,351 | $6,467-17.3% | $5,630-5.0% | $6,690-20.0% |
| Admin fee / account holder | $63,998 | $19,293+231.7% | $15,900+302.5% | $13,392+377.9% |