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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 | $89,534 | $70,366+27.2% | $66,674+34.3% | $138,895-35.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.15% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,714 | $2,765-1.9% | $2,620+3.6% | $4,194-35.3% |
| Participant deferral / active EE | $6,238 | $4,374+42.6% | $4,084+52.7% | $6,396-2.5% |
| Admin fee / account holder | $32,892 | $5,262+525.0% | $5,098+545.2% | $12,562+161.8% |