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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 | $160,837 | $113,338+41.9% | $94,993+69.3% | $147,586+9.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.18% | 20.80%-1.6pp | 27.14%-8.0pp | 578.59%-559.4pp |
| Employer contribution / active EE | $4,630 | $3,160+46.5% | $2,603+77.8% | $4,876-5.1% |
| Participant deferral / active EE | $7,022 | $3,777+85.9% | $3,317+111.7% | $5,439+29.1% |
| Admin fee / account holder | $29,722 | $6,063+390.3% | $4,960+499.2% | $10,886+173.0% |