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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 | $110,337+53.5% | $102,383+65.4% | $145,877+16.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.75% | 24.83%-12.1pp | 24.94%-12.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $3,178 | $4,216-24.6% | $3,870-17.9% | $4,663-31.8% |
| Participant deferral / active EE | $3,722 | $5,621-33.8% | $5,060-26.4% | $6,691-44.4% |
| Admin fee / account holder | $3,102 | $9,750-68.2% | $8,391-63.0% | $13,402-76.9% |