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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 | $201,344-28.6% | $184,243-22.0% | $145,877-1.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.61% | 29.01%-17.4pp | 28.82%-17.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $4,280 | $7,022-39.0% | $6,427-33.4% | $4,663-8.2% |
| Participant deferral / active EE | $14,591 | $9,807+48.8% | $9,132+59.8% | $6,691+118.1% |
| Admin fee / account holder | $457,751 | $16,382+2694.3% | $13,914+3189.9% | $13,402+3315.5% |