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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 | $74,152 | $90,486-18.1% | $78,676-5.7% | $273,972-72.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.84% | 75.62%-71.8pp | 62.19%-58.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $10,290 | $3,175+224.1% | $2,850+261.1% | $4,869+111.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $77,922 | $5,263+1380.5% | $4,510+1627.8% | $10,133+669.0% |