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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 | $127,131 | $201,344-36.9% | $184,243-31.0% | $145,877-12.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.31% | 29.01%-17.7pp | 28.82%-17.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $3,459 | $7,022-50.7% | $6,427-46.2% | $4,663-25.8% |
| Participant deferral / active EE | $7,923 | $9,807-19.2% | $9,132-13.2% | $6,691+18.4% |
| Admin fee / account holder | $182,889 | $16,382+1016.4% | $13,914+1214.5% | $13,402+1264.6% |