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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 | $110,166 | $110,278-0.1% | $95,740+15.1% | $139,466-21.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.86% | 27.19%-8.3pp | 28.41%-9.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,284 | $3,260-60.6% | $2,836-54.7% | $4,754-73.0% |
| Participant deferral / active EE | $2,125 | $4,674-54.5% | $4,244-49.9% | $6,712-68.3% |
| Admin fee / account holder | $60,656 | $6,613+817.2% | $5,676+968.6% | $11,409+431.7% |