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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 | $95,298 | $108,911-12.5% | $100,392-5.1% | $145,884-34.7% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 11.86% | 58.23%-46.4pp | 49.45%-37.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,608 | $4,420-41.0% | $3,941-33.8% | $4,662-44.1% |
| Participant deferral / active EE | $6,333 | $8,459-25.1% | $8,090-21.7% | $6,690-5.3% |
| Admin fee / account holder | $107,802 | $9,698+1011.5% | $7,904+1263.9% | $13,392+705.0% |