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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 | $30,852 | $223,823-86.2% | $211,142-85.4% | $154,746-80.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.11% | 50.39%-34.3pp | 46.84%-30.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $5,354 | $6,787-21.1% | $6,442-16.9% | $4,379+22.3% |
| Participant deferral / active EE | $10,932 | $9,750+12.1% | $9,284+17.7% | $6,730+62.4% |
| Admin fee / account holder | $99,097 | $19,707+402.9% | $19,076+419.5% | $14,365+589.8% |