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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 | $224,649 | $176,786+27.1% | $146,643+53.2% | $167,536+34.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.58% | 24.04%-13.5pp | 22.75%-12.2pp | 478.82%-468.2pp |
| Employer contribution / active EE | $2,898 | $5,161-43.8% | $4,137-29.9% | $4,839-40.1% |
| Participant deferral / active EE | $7,111 | $6,440+10.4% | $5,506+29.1% | $6,342+12.1% |
| Admin fee / account holder | $70,467 | $13,262+431.4% | $10,280+585.5% | $12,315+472.2% |