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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 | $166,547 | $117,433+41.8% | $99,475+67.4% | $152,897+8.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 10.98% | 31.87%-20.9pp | 30.72%-19.7pp | 345.43%-334.4pp |
| Employer contribution / active EE | $6,184 | $3,013+105.2% | $2,540+143.5% | $4,764+29.8% |
| Participant deferral / active EE | $3,957 | $4,086-3.1% | $3,619+9.4% | $5,851-32.4% |
| Admin fee / account holder | $36,181 | $7,634+373.9% | $6,252+478.7% | $11,599+211.9% |