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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 | $117,410 | $124,314-5.6% | $109,163+7.6% | $167,518-29.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.82% | 26.04%-11.2pp | 25.75%-10.9pp | 478.71%-463.9pp |
| Employer contribution / active EE | $3,451 | $4,209-18.0% | $3,723-7.3% | $4,838-28.7% |
| Participant deferral / active EE | $12,883 | $5,256+145.1% | $4,654+176.8% | $6,342+103.1% |
| Admin fee / account holder | $40,385 | $7,973+406.5% | $6,754+497.9% | $12,312+228.0% |