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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 | $97,056 | $162,529-40.3% | $130,788-25.8% | $154,746-37.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.64% | 510.48%-496.8pp | 386.44%-372.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,255 | $4,447-26.8% | $3,558-8.5% | $4,379-25.7% |
| Participant deferral / active EE | $642 | $4,808-86.7% | $4,137-84.5% | $6,730-90.5% |
| Admin fee / account holder | $15,178 | $7,669+97.9% | $6,673+127.5% | $14,365+5.7% |