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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 | $170,463 | $117,433+45.2% | $99,475+71.4% | $152,897+11.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.60% | 31.87%-13.3pp | 30.72%-12.1pp | 345.43%-326.8pp |
| Employer contribution / active EE | $2,534 | $3,013-15.9% | $2,540-0.2% | $4,764-46.8% |
| Participant deferral / active EE | $5,668 | $4,086+38.7% | $3,619+56.6% | $5,851-3.1% |
| Admin fee / account holder | $5,313 | $7,634-30.4% | $6,252-15.0% | $11,599-54.2% |