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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 | $134,213 | $97,125+38.2% | $86,233+55.6% | $137,256-2.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.56% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,311 | $2,841-53.9% | $2,504-47.7% | $4,156-68.5% |
| Participant deferral / active EE | $3,403 | $5,180-34.3% | $4,559-25.4% | $6,407-46.9% |
| Admin fee / account holder | $100,022 | $9,725+928.5% | $8,342+1099.0% | $12,270+715.2% |