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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 | $178,561 | $211,288-15.5% | $178,5400% | $145,884+22.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.73% | 30.27%-21.5pp | 27.15%-18.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,924 | $4,574-57.9% | $3,953-51.3% | $4,662-58.7% |
| Participant deferral / active EE | $5,183 | $6,967-25.6% | $6,281-17.5% | $6,690-22.5% |
| Admin fee / account holder | $130,942 | $12,105+981.7% | $10,424+1156.1% | $13,392+877.8% |