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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 | $88,662 | $64,307+37.9% | $57,349+54.6% | $125,388-29.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.73% | 25.14%-23.4pp | 24.40%-22.7pp | 282.24%-280.5pp |
| Employer contribution / active EE | $6,328 | $3,193+98.2% | $2,689+135.4% | $4,866+30.0% |
| Participant deferral / active EE | $8,084 | $3,847+110.1% | $3,162+155.6% | $5,352+51.1% |
| Admin fee / account holder | $66,605 | $5,242+1170.6% | $3,356+1884.5% | $9,541+598.1% |