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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 | $80,724 | $102,385-21.2% | $147,080-45.1% | $80,935-0.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.82% | 135.09%-121.3pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $4,344 | $3,717+16.9% | $4,933-11.9% | $2,757+57.6% |
| Participant deferral / active EE | $4,263 | $6,651-35.9% | $8,066-47.2% | $4,299-0.9% |
| Admin fee / account holder | $21,388 | $7,951+169.0% | $12,989+64.7% | $6,924+208.9% |