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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 | $214,565 | $100,792+112.9% | $86,691+147.5% | $134,509+59.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 4.89% | 29.08%-24.2pp | 35.94%-31.1pp | 418.13%-413.2pp |
| Employer contribution / active EE | $2,338 | $3,491-33.0% | $2,837-17.6% | $4,741-50.7% |
| Participant deferral / active EE | $2,813 | $5,339-47.3% | $4,656-39.6% | $6,400-56.1% |
| Admin fee / account holder | $86,145 | $10,924+688.6% | $7,492+1049.8% | $11,427+653.9% |