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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 | $194,916 | $106,280+83.4% | $96,538+101.9% | $139,487+39.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.22% | 38.48%-24.3pp | 35.74%-21.5pp | 373.84%-359.6pp |
| Employer contribution / active EE | $3,845 | $4,107-6.4% | $3,740+2.8% | $4,755-19.1% |
| Participant deferral / active EE | $5,991 | $5,457+9.8% | $4,880+22.8% | $6,713-10.7% |
| Admin fee / account holder | $3,375 | $7,888-57.2% | $6,737-49.9% | $11,407-70.4% |