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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 | $80,043 | $69,977+14.4% | $108,582-26.3% | $62,881+27.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.83% | 10.73%-0.9pp | -51.70%+61.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $8,125 | $2,135+280.6% | $3,758+116.2% | $2,281+256.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,309 | $5,076+142.5% | $7,645+61.0% | $4,296+186.5% |