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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 | $169,525 | $124,330+36.4% | $109,173+55.3% | $167,536+1.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.09% | 26.04%-14.0pp | 25.75%-13.7pp | 478.82%-466.7pp |
| Employer contribution / active EE | $2,741 | $4,209-34.9% | $3,723-26.4% | $4,839-43.4% |
| Participant deferral / active EE | $3,779 | $5,256-28.1% | $4,654-18.8% | $6,342-40.4% |
| Admin fee / account holder | $21,028 | $7,974+163.7% | $6,755+211.3% | $12,315+70.8% |