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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 | $143,678 | $201,370-28.6% | $184,256-22.0% | $145,897-1.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.61% | 29.05%-17.4pp | 28.85%-17.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $4,280 | $7,024-39.1% | $6,427-33.4% | $4,663-8.2% |
| Participant deferral / active EE | $14,591 | $9,808+48.8% | $9,133+59.8% | $6,689+118.1% |
| Admin fee / account holder | $457,751 | $16,364+2697.3% | $13,899+3193.3% | $13,390+3318.5% |