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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 | $227,935 | $135,956+67.7% | $123,894+84.0% | $273,972-16.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.71% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,369 | $5,170-54.2% | $4,617-48.7% | $4,869-51.3% |
| Participant deferral / active EE | $5,182 | $6,343-18.3% | $5,984-13.4% | $5,287-2.0% |
| Admin fee / account holder | $155,097 | $9,817+1479.8% | $8,357+1755.9% | $10,133+1430.7% |