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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 | $118,247 | $117,433+0.7% | $99,475+18.9% | $152,897-22.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 17.41% | 31.87%-14.5pp | 30.72%-13.3pp | 345.43%-328.0pp |
| Employer contribution / active EE | $5,822 | $3,013+93.2% | $2,540+129.2% | $4,764+22.2% |
| Participant deferral / active EE | $4,075 | $4,086-0.3% | $3,619+12.6% | $5,851-30.3% |
| Admin fee / account holder | $47,721 | $7,634+525.1% | $6,252+663.2% | $11,599+311.4% |