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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 | $184,798 | $127,387+45.1% | $115,038+60.6% | $125,389+47.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $7,560 | $5,166+46.3% | $4,608+64.1% | $4,866+55.4% |
| Participant deferral / active EE | $5,126 | $6,423-20.2% | $6,026-14.9% | $5,352-4.2% |
| Admin fee / account holder | $50,936 | $9,516+435.2% | $8,175+523.1% | $9,541+433.9% |