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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 | $80,786 | $81,262-0.6% | $155,602-48.1% | $80,911-0.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.48% | 33.34%-19.9pp | 64.81%-51.3pp | 35.63%-22.1pp |
| Employer contribution / active EE | $5,100 | $3,102+64.4% | $4,675+9.1% | $2,756+85.1% |
| Participant deferral / active EE | $5,660 | $3,451+64.0% | $5,629+0.5% | $4,297+31.7% |
| Admin fee / account holder | $40,411 | $7,992+405.7% | $15,923+153.8% | $6,935+482.7% |