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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 | $119,689 | $85,790+39.5% | $67,313+77.8% | $135,382-11.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 18.84% | -0.54%+19.4pp | -4.08%+22.9pp | 519.77%-500.9pp |
| Employer contribution / active EE | $7,545 | $3,487+116.4% | $2,566+194.1% | $4,779+57.9% |
| Participant deferral / active EE | $6,589 | $4,651+41.7% | $3,568+84.7% | $5,609+17.5% |
| Admin fee / account holder | $44,503 | $6,392+596.2% | $4,507+887.5% | $10,829+311.0% |