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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 | $84,222 | $91,198-7.6% | $178,503-52.8% | $79,856+5.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.30% | 24.20%-11.9pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $5,179 | $3,257+59.0% | $5,011+3.4% | $2,471+109.6% |
| Participant deferral / active EE | $5,180 | $3,237+60.0% | $5,202-0.4% | $3,741+38.5% |
| Admin fee / account holder | $27,311 | $6,748+304.7% | $13,987+95.3% | $5,306+414.7% |