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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 | $167,687 | $81,358+106.1% | $155,556+7.8% | $80,959+107.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.28% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,144 | $3,106+1.2% | $4,675-32.8% | $2,757+14.0% |
| Participant deferral / active EE | $8,754 | $3,455+153.4% | $5,631+55.5% | $4,300+103.6% |
| Admin fee / account holder | $76,489 | $7,994+856.9% | $15,885+381.5% | $6,925+1004.5% |