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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 | $165,004 | $116,203+42.0% | $93,621+76.2% | $152,909+7.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 10.27% | 35.96%-25.7pp | 32.76%-22.5pp | 345.46%-335.2pp |
| Employer contribution / active EE | $2,790 | $3,219-13.3% | $2,719+2.6% | $4,764-41.4% |
| Participant deferral / active EE | $1,930 | $4,605-58.1% | $4,070-52.6% | $5,851-67.0% |
| Admin fee / account holder | $90,525 | $10,751+742.0% | $7,890+1047.3% | $11,601+680.3% |