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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 | $81,276+106.3% | $155,574+7.8% | $80,925+107.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.28% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $3,144 | $3,103+1.3% | $4,676-32.8% | $2,756+14.1% |
| Participant deferral / active EE | $8,754 | $3,453+153.5% | $5,629+55.5% | $4,299+103.7% |
| Admin fee / account holder | $76,489 | $7,993+856.9% | $15,914+380.6% | $6,940+1002.1% |