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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 | $100,863 | $100,8950% | $90,430+11.5% | $158,950-36.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.60% | 1725.54%-1714.9pp | 1293.73%-1283.1pp | 302.91%-292.3pp |
| Employer contribution / active EE | $2,761 | $3,689-25.2% | $3,262-15.4% | $4,762-42.0% |
| Participant deferral / active EE | $4,021 | $4,347-7.5% | $3,963+1.5% | $5,983-32.8% |
| Admin fee / account holder | $1,086 | $6,505-83.3% | $5,613-80.7% | $11,248-90.3% |