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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 | $117,889 | $209,336-43.7% | $197,124-40.2% | $137,256-14.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.79% | 48.09%-28.3pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,491 | $6,591-47.0% | $6,227-43.9% | $4,156-16.0% |
| Participant deferral / active EE | $8,809 | $9,614-8.4% | $9,135-3.6% | $6,407+37.5% |
| Admin fee / account holder | $40,344 | $17,308+133.1% | $16,298+147.5% | $12,270+228.8% |