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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 | $188,341 | $176,786+6.5% | $146,643+28.4% | $167,536+12.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,350 | $5,161-35.1% | $4,137-19.0% | $4,839-30.8% |
| Participant deferral / active EE | $10,064 | $6,440+56.3% | $5,506+82.8% | $6,342+58.7% |
| Admin fee / account holder | $870 | $13,262-93.4% | $10,280-91.5% | $12,315-92.9% |