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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 | $186,117 | $90,486+105.7% | $78,676+136.6% | $273,972-32.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.30% | 75.62%-65.3pp | 62.19%-51.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $21,350 | $3,175+572.4% | $2,850+649.1% | $4,869+338.5% |
| Participant deferral / active EE | $4,204 | $3,901+7.8% | $3,517+19.5% | $5,287-20.5% |
| Admin fee / account holder | $2,021 | $5,263-61.6% | $4,510-55.2% | $10,133-80.1% |