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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 | $193,688 | $127,779+51.6% | $106,551+81.8% | $167,518+15.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.41% | 33.87%-16.5pp | 26.80%-9.4pp | 478.71%-461.3pp |
| Employer contribution / active EE | $5,482 | $3,427+60.0% | $2,819+94.4% | $4,838+13.3% |
| Participant deferral / active EE | $6,264 | $5,088+23.1% | $4,398+42.4% | $6,342-1.2% |
| Admin fee / account holder | $4,901 | $11,228-56.4% | $7,408-33.8% | $12,312-60.2% |