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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 | $124,158 | $102,638+21.0% | $81,991+51.4% | $158,966-21.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 8.63% | 61.05%-52.4pp | 41.31%-32.7pp | 302.95%-294.3pp |
| Employer contribution / active EE | $1,940 | $3,241-40.1% | $2,498-22.3% | $4,762-59.3% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $32,593 | $8,237+295.7% | $5,665+475.4% | $11,250+189.7% |