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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 | $189,447 | $127,387+48.7% | $115,038+64.7% | $125,389+51.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.67% | 31.28%-30.6pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $3,120 | $5,166-39.6% | $4,608-32.3% | $4,866-35.9% |
| Participant deferral / active EE | $9,362 | $6,423+45.8% | $6,026+55.3% | $5,352+74.9% |
| Admin fee / account holder | $23,929 | $9,516+151.4% | $8,175+192.7% | $9,541+150.8% |