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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 | $83,392 | $176,402-52.7% | $134,162-37.8% | $158,982-47.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.66% | 63.66%-51.0pp | 36.35%-23.7pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,916 | $5,042-62.0% | $3,705-48.3% | $4,763-59.8% |
| Participant deferral / active EE | $5,270 | $4,093+28.8% | $3,500+50.6% | $5,983-11.9% |
| Admin fee / account holder | $74,065 | $8,719+749.5% | $6,685+1007.9% | $11,252+558.3% |