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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 | $183,444 | $106,267+72.6% | $96,520+90.1% | $139,456+31.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.42% | 38.45%-22.0pp | 35.72%-19.3pp | 373.45%-357.0pp |
| Employer contribution / active EE | $3,115 | $4,105-24.1% | $3,739-16.7% | $4,753-34.4% |
| Participant deferral / active EE | $10,137 | $5,454+85.8% | $4,879+107.8% | $6,711+51.0% |
| Admin fee / account holder | $29,780 | $7,882+277.8% | $6,733+342.3% | $11,407+161.1% |