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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 | $101,735 | $289,211-64.8% | $260,467-60.9% | $198,609-48.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 5.64% | 112.90%-107.3pp | 100.60%-95.0pp | 202.70%-197.1pp |
| Employer contribution / active EE | $3,751 | $4,663-19.6% | $4,239-11.5% | $5,055-25.8% |
| Participant deferral / active EE | $8,556 | $6,812+25.6% | $6,319+35.4% | $6,977+22.6% |
| Admin fee / account holder | $57,651 | $16,236+255.1% | $15,461+272.9% | $19,030+202.9% |