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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 | $87,324 | $93,346-6.5% | $71,796+21.6% | $273,972-68.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.45% | 130.39%-124.9pp | 78.04%-72.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $24,217 | $2,733+786.0% | $1,924+1158.4% | $4,869+397.4% |
| Participant deferral / active EE | $13,756 | $3,475+295.9% | $2,794+392.3% | $5,287+160.2% |
| Admin fee / account holder | $9,576 | $6,571+45.7% | $4,815+98.9% | $10,133-5.5% |