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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 | $121,708 | $90,486+34.5% | $78,676+54.7% | $273,972-55.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.27% | 75.62%-71.4pp | 62.19%-57.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $2,513 | $3,175-20.9% | $2,850-11.8% | $4,869-48.4% |
| Participant deferral / active EE | $8,292 | $3,901+112.5% | $3,517+135.8% | $5,287+56.8% |
| Admin fee / account holder | $64,414 | $5,263+1123.8% | $4,510+1328.2% | $10,133+535.7% |