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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 | $168,847 | $127,790+32.1% | $106,554+58.5% | $167,553+0.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.65% | 33.88%-20.2pp | 26.80%-13.2pp | 478.89%-465.2pp |
| Employer contribution / active EE | $3,023 | $3,427-11.8% | $2,819+7.2% | $4,840-37.5% |
| Participant deferral / active EE | $8,160 | $5,088+60.4% | $4,398+85.5% | $6,343+28.6% |
| Admin fee / account holder | $44,620 | $11,231+297.3% | $7,408+502.3% | $12,316+262.3% |