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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 | $164,116 | $127,387+28.8% | $115,038+42.7% | $125,389+30.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.06% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,809 | $5,166+12.4% | $4,608+26.1% | $4,866+19.4% |
| Participant deferral / active EE | $11,228 | $6,423+74.8% | $6,026+86.3% | $5,352+109.8% |
| Admin fee / account holder | $170,388 | $9,516+1690.5% | $8,175+1984.2% | $9,541+1685.9% |