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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 | $108,883 | $197,625-44.9% | $177,840-38.8% | $158,966-31.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.27% | 58.76%-50.5pp | 48.32%-40.1pp | 302.95%-294.7pp |
| Employer contribution / active EE | $2,230 | $6,698-66.7% | $5,919-62.3% | $4,762-53.2% |
| Participant deferral / active EE | $6,481 | $8,405-22.9% | $7,714-16.0% | $5,983+8.3% |
| Admin fee / account holder | $98,749 | $15,405+541.0% | $12,431+694.4% | $11,250+777.8% |