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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 | $144,732 | $90,504+59.9% | $78,690+83.9% | $273,965-47.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 78.54% | 75.61%+2.9pp | 62.18%+16.4pp | 41.45%+37.1pp |
| Employer contribution / active EE | $1,200 | $3,176-62.2% | $2,851-57.9% | $4,869-75.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $100,763 | $5,263+1814.4% | $4,511+2134.0% | $10,132+894.5% |