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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 | $150,737 | $61,125+146.6% | $94,057+60.3% | $87,485+72.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.98% | 35.20%-21.2pp | 480.62%-466.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,967 | $2,136-7.9% | $2,933-32.9% | $2,596-24.2% |
| Participant deferral / active EE | $3,066 | $3,260-6.0% | $4,709-34.9% | $4,274-28.3% |
| Admin fee / account holder | $22,252 | $5,629+295.3% | $7,244+207.2% | $7,775+186.2% |