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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 | $93,543 | $90,509+3.4% | $78,693+18.9% | $273,968-65.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.48% | 75.61%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $7,014 | $3,175+120.9% | $2,850+146.1% | $4,869+44.1% |
| Participant deferral / active EE | $7,769 | $3,901+99.1% | $3,517+120.9% | $5,287+46.9% |
| Admin fee / account holder | $36,420 | $5,264+591.9% | $4,511+707.4% | $10,132+259.4% |