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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 | $178,195 | $84,741+110.3% | $75,731+135.3% | $167,553+6.4% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.8%+21.0pp | 82.1%+13.7pp |
| Annual return | 10.01% | 199.72%-189.7pp | 104.65%-94.6pp | 478.89%-468.9pp |
| Employer contribution / active EE | $2,119 | $3,230-34.4% | $2,743-22.8% | $4,840-56.2% |
| Participant deferral / active EE | $6,180 | $4,577+35.0% | $3,820+61.8% | $6,343-2.6% |
| Admin fee / account holder | $3,201 | $5,361-40.3% | $3,620-11.6% | $12,316-74.0% |