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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 | $238,706 | $124,425+91.8% | $112,040+113.1% | $137,256+73.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.80% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,689 | $3,411-50.5% | $2,954-42.8% | $4,156-59.4% |
| Participant deferral / active EE | $4,471 | $5,718-21.8% | $5,098-12.3% | $6,407-30.2% |
| Admin fee / account holder | $99,712 | $15,207+555.7% | $12,098+724.2% | $12,270+712.6% |