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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 | $191,046 | $111,814+70.9% | $103,374+84.8% | $145,959+30.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.42% | 24.77%-8.3pp | 24.89%-8.5pp | 561.95%-545.5pp |
| Employer contribution / active EE | $5,793 | $4,214+37.5% | $3,869+49.7% | $4,661+24.3% |
| Participant deferral / active EE | $4,366 | $5,618-22.3% | $5,058-13.7% | $6,689-34.7% |
| Admin fee / account holder | $78,651 | $9,754+706.3% | $8,394+837.0% | $13,398+487.0% |