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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 | $94,863 | $112,933-16.0% | $90,970+4.3% | $158,982-40.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.27% | 215.82%-204.5pp | 134.60%-123.3pp | 302.99%-291.7pp |
| Employer contribution / active EE | $20,639 | $2,893+613.3% | $2,122+872.7% | $4,763+333.3% |
| Participant deferral / active EE | $2,074 | $4,128-49.8% | $3,373-38.5% | $5,983-65.3% |
| Admin fee / account holder | $33,290 | $8,047+313.7% | $5,961+458.5% | $11,252+195.9% |