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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 | $121,690 | $53,837+126.0% | $75,714+60.7% | $85,847+41.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.72% | 24.54%-11.8pp | 104.62%-91.9pp | 318.61%-305.9pp |
| Employer contribution / active EE | $1,905 | $2,017-5.5% | $2,744-30.5% | $2,565-25.7% |
| Participant deferral / active EE | $2,323 | $2,895-19.8% | $3,820-39.2% | $3,952-41.2% |
| Admin fee / account holder | $10,865 | $3,339+225.4% | $3,619+200.2% | $6,261+73.5% |