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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 | $180,033 | $126,113+42.8% | $116,096+55.1% | $155,188+16.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 8.35% | 391.72%-383.4pp | 326.25%-317.9pp | 148.84%-140.5pp |
| Employer contribution / active EE | $3,356 | $2,672+25.6% | $2,503+34.0% | $4,248-21.0% |
| Participant deferral / active EE | $6,186 | $4,162+48.6% | $3,952+56.5% | $6,531-5.3% |
| Admin fee / account holder | $116,379 | $8,045+1346.6% | $7,704+1410.6% | $14,480+703.7% |