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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 | $101,457 | $115,814-12.4% | $101,275+0.2% | $158,982-36.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.70% | 56.16%-42.5pp | 46.48%-32.8pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,219 | $4,176-46.9% | $3,660-39.4% | $4,763-53.4% |
| Participant deferral / active EE | $6,907 | $4,958+39.3% | $4,371+58.0% | $5,983+15.4% |
| Admin fee / account holder | $20,171 | $7,249+178.3% | $5,948+239.1% | $11,252+79.3% |