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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 | $113,005 | $197,625-42.8% | $177,840-36.5% | $158,966-28.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.30% | 58.76%-48.5pp | 48.32%-38.0pp | 302.95%-292.6pp |
| Employer contribution / active EE | $4,000 | $6,698-40.3% | $5,919-32.4% | $4,762-16.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30,454 | $15,405+97.7% | $12,431+145.0% | $11,250+170.7% |