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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 | $68,488 | $228,352-70.0% | $185,835-63.1% | $158,966-56.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.18% | 40.81%-32.6pp | 35.96%-27.8pp | 302.95%-294.8pp |
| Employer contribution / active EE | $3,492 | $4,967-29.7% | $4,087-14.6% | $4,762-26.7% |
| Participant deferral / active EE | $3,342 | $6,416-47.9% | $5,633-40.7% | $5,983-44.1% |
| Admin fee / account holder | $238,124 | $11,867+1906.7% | $9,502+2406.1% | $11,250+2016.7% |