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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 | $169,320 | $110,410+53.4% | $102,437+65.3% | $145,897+16.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.75% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.5pp |
| Employer contribution / active EE | $3,178 | $4,217-24.6% | $3,871-17.9% | $4,663-31.8% |
| Participant deferral / active EE | $3,722 | $5,622-33.8% | $5,060-26.4% | $6,689-44.4% |
| Admin fee / account holder | $3,102 | $9,745-68.2% | $8,388-63.0% | $13,390-76.8% |