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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 | $171,978 | $116,203+48.0% | $93,621+83.7% | $152,897+12.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.13% | 35.96%-19.8pp | 32.76%-16.6pp | 345.43%-329.3pp |
| Employer contribution / active EE | $3,437 | $3,219+6.8% | $2,719+26.4% | $4,764-27.8% |
| Participant deferral / active EE | $8,024 | $4,605+74.3% | $4,070+97.2% | $5,851+37.1% |
| Admin fee / account holder | $10,317 | $10,751-4.0% | $7,890+30.8% | $11,599-11.1% |