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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 | $109,022 | $93,346+16.8% | $71,796+51.9% | $273,972-60.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.20% | 130.39%-121.2pp | 78.04%-68.8pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,333 | $2,733-51.2% | $1,924-30.7% | $4,869-72.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23,708 | $6,571+260.8% | $4,815+392.4% | $10,133+134.0% |