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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 | $181,708 | $176,794+2.8% | $146,647+23.9% | $167,553+8.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.33% | 24.04%-14.7pp | 22.75%-13.4pp | 478.89%-469.6pp |
| Employer contribution / active EE | $6,786 | $5,161+31.5% | $4,137+64.0% | $4,840+40.2% |
| Participant deferral / active EE | $3,572 | $6,440-44.5% | $5,506-35.1% | $6,343-43.7% |
| Admin fee / account holder | $4,641 | $13,262-65.0% | $10,281-54.9% | $12,316-62.3% |