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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 | $156,916 | $78,690+99.4% | $161,489-2.8% | $87,485+79.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.59% | 32.74%-18.2pp | 89.72%-75.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,252 | $2,588-13.0% | $4,268-47.2% | $2,596-13.3% |
| Participant deferral / active EE | $4,196 | $3,311+26.7% | $5,630-25.5% | $4,274-1.8% |
| Admin fee / account holder | $100,221 | $6,724+1390.6% | $16,006+526.2% | $7,775+1189.0% |