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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 | $152,157 | $90,486+68.2% | $78,676+93.4% | $273,972-44.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.06% | 75.62%-67.6pp | 62.19%-54.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $26,075 | $3,175+721.3% | $2,850+814.9% | $4,869+435.6% |
| Participant deferral / active EE | $1,874 | $3,901-52.0% | $3,517-46.7% | $5,287-64.6% |
| Admin fee / account holder | $58,139 | $5,263+1004.6% | $4,510+1189.1% | $10,133+473.8% |