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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 | $189,152 | $90,486+109.0% | $78,676+140.4% | $273,972-31.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.48% | 75.62%-68.1pp | 62.19%-54.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,478 | $3,175-21.9% | $2,850-13.0% | $4,869-49.1% |
| Participant deferral / active EE | $2,435 | $3,901-37.6% | $3,517-30.8% | $5,287-53.9% |
| Admin fee / account holder | $17,953 | $5,263+241.1% | $4,510+298.1% | $10,133+77.2% |