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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 | $102,615 | $93,346+9.9% | $71,796+42.9% | $273,972-62.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.19% | 130.39%-123.2pp | 78.04%-70.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,432 | $2,733-47.6% | $1,924-25.6% | $4,869-70.6% |
| Participant deferral / active EE | $4,000 | $3,475+15.1% | $2,794+43.1% | $5,287-24.3% |
| Admin fee / account holder | $29,430 | $6,571+347.9% | $4,815+511.2% | $10,133+190.5% |