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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 | $185,887 | $113,339+64.0% | $94,993+95.7% | $147,585+26.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.80% | 20.77%-7.0pp | 27.12%-13.3pp | 578.57%-564.8pp |
| Employer contribution / active EE | $2,192 | $3,160-30.6% | $2,603-15.8% | $4,876-55.0% |
| Participant deferral / active EE | $5,215 | $3,777+38.1% | $3,317+57.2% | $5,439-4.1% |
| Admin fee / account holder | $13,619 | $6,063+124.6% | $4,960+174.6% | $10,885+25.1% |