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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 | $76,290 | $140,578-45.7% | $100,671-24.2% | $125,389-39.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 41.40% | 24.67%+16.7pp | 20.43%+21.0pp | 282.24%-240.8pp |
| Employer contribution / active EE | $3,204 | $5,965-46.3% | $4,012-20.1% | $4,866-34.2% |
| Participant deferral / active EE | $3,027 | $3,981-24.0% | $3,144-3.7% | $5,352-43.4% |
| Admin fee / account holder | $33,190 | $6,716+394.2% | $4,850+584.4% | $9,541+247.9% |