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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 | $235,605 | $110,337+113.5% | $102,383+130.1% | $145,877+61.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $4,285 | $4,216+1.6% | $3,870+10.7% | $4,663-8.1% |
| Participant deferral / active EE | $8,147 | $5,621+45.0% | $5,060+61.0% | $6,691+21.8% |
| Admin fee / account holder | $30,801 | $9,750+215.9% | $8,391+267.1% | $13,402+129.8% |