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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 | $149,040-34.9% | $120,225-19.3% | $137,256-29.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.64% | 605.68%-592.0pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,255 | $4,350-25.2% | $3,475-6.3% | $4,156-21.7% |
| Participant deferral / active EE | $642 | $4,655-86.2% | $3,999-84.0% | $6,407-90.0% |
| Admin fee / account holder | $15,178 | $6,348+139.1% | $5,696+166.5% | $12,270+23.7% |