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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 | $167,437 | $90,486+85.0% | $78,676+112.8% | $273,972-38.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.41% | 75.62%-69.2pp | 62.19%-55.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $8,136 | $3,175+156.2% | $2,850+185.5% | $4,869+67.1% |
| Participant deferral / active EE | $4,351 | $3,901+11.5% | $3,517+23.7% | $5,287-17.7% |
| Admin fee / account holder | $47,225 | $5,263+797.3% | $4,510+947.1% | $10,133+366.1% |