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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 | $175,973 | $228,395-23.0% | $185,861-5.3% | $158,982+10.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.69% | 40.82%-35.1pp | 35.96%-30.3pp | 302.99%-297.3pp |
| Employer contribution / active EE | $4,889 | $4,968-1.6% | $4,088+19.6% | $4,763+2.6% |
| Participant deferral / active EE | $7,351 | $6,417+14.6% | $5,634+30.5% | $5,983+22.9% |
| Admin fee / account holder | $84,039 | $11,869+608.1% | $9,503+784.3% | $11,252+646.9% |