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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 | $192,650 | $113,941+69.1% | $94,228+104.5% | $125,388+53.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.78% | 5.29%-3.5pp | 10.68%-8.9pp | 282.24%-280.5pp |
| Employer contribution / active EE | $3,615 | $4,727-23.5% | $3,587+0.8% | $4,866-25.7% |
| Participant deferral / active EE | $3,244 | $5,179-37.4% | $4,320-24.9% | $5,352-39.4% |
| Admin fee / account holder | $80,384 | $8,392+857.9% | $6,269+1182.2% | $9,541+742.5% |