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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 | $186,170 | $110,410+68.6% | $102,437+81.7% | $145,897+27.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.05% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,986 | $4,217-5.5% | $3,871+3.0% | $4,663-14.5% |
| Participant deferral / active EE | $10,467 | $5,622+86.2% | $5,060+106.9% | $6,689+56.5% |
| Admin fee / account holder | $22,464 | $9,745+130.5% | $8,388+167.8% | $13,390+67.8% |