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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 | $197,722 | $135,956+45.4% | $123,894+59.6% | $273,972-27.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.11% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $4,035 | $5,170-21.9% | $4,617-12.6% | $4,869-17.1% |
| Participant deferral / active EE | $12,252 | $6,343+93.2% | $5,984+104.7% | $5,287+131.7% |
| Admin fee / account holder | $199,479 | $9,817+1931.9% | $8,357+2286.9% | $10,133+1868.7% |