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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 | $119,875 | $115,814+3.5% | $101,275+18.4% | $158,982-24.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.66% | 56.16%-48.5pp | 46.48%-38.8pp | 302.99%-295.3pp |
| Employer contribution / active EE | $3,388 | $4,176-18.9% | $3,660-7.4% | $4,763-28.9% |
| Participant deferral / active EE | $9,622 | $4,958+94.1% | $4,371+120.2% | $5,983+60.8% |
| Admin fee / account holder | $55,207 | $7,249+661.6% | $5,948+828.2% | $11,252+390.7% |