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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 | $116,010 | $56,197+106.4% | $67,652+71.5% | $59,633+94.5% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | 3.88% | 18508.10%-18504.2pp | 6625.40%-6621.5pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $1,252 | $1,615-22.4% | $2,266-44.7% | $2,203-43.1% |
| Participant deferral / active EE | $7,576 | $2,844+166.4% | $3,560+112.8% | $3,192+137.4% |
| Admin fee / account holder | $18,905 | $3,958+377.6% | $4,821+292.2% | $4,297+340.0% |