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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 | $196,836 | $156,616+25.7% | $133,346+47.6% | $198,609-0.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 8.47% | 44.25%-35.8pp | 36.85%-28.4pp | 202.70%-194.2pp |
| Employer contribution / active EE | $2,099 | $3,368-37.7% | $2,853-26.5% | $5,055-58.5% |
| Participant deferral / active EE | $5,694 | $4,920+15.7% | $4,332+31.4% | $6,977-18.4% |
| Admin fee / account holder | $93,010 | $17,468+432.5% | $14,264+552.0% | $19,030+388.7% |