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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 | $98,354 | $115,814-15.1% | $101,275-2.9% | $158,982-38.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.28% | 56.16%-41.9pp | 46.48%-32.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $8,239 | $4,176+97.3% | $3,660+125.1% | $4,763+73.0% |
| Participant deferral / active EE | $19,190 | $4,958+287.0% | $4,371+339.1% | $5,983+220.7% |
| Admin fee / account holder | $4,173 | $7,249-42.4% | $5,948-29.9% | $11,252-62.9% |