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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 | $110,504 | $106,749+3.5% | $145,433-24.0% | $82,448+34.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 100.32% | 27.59%+72.7pp | 66.58%+33.7pp | 41.64%+58.7pp |
| Employer contribution / active EE | $1,736 | $3,444-49.6% | $4,554-61.9% | $2,551-32.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,539 | $8,390-81.7% | $13,129-88.3% | $7,234-78.7% |