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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 | $115,316 | $100,060+15.2% | $149,721-23.0% | $70,126+64.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 26.59% | 27.46%-0.9pp | 1501.67%-1475.1pp | 73.15%-46.6pp |
| Employer contribution / active EE | $2,802 | $3,661-23.5% | $5,444-48.5% | $2,343+19.6% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $20,508 | $8,285+147.5% | $11,282+81.8% | $4,645+341.5% |