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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 | $165,935 | $110,337+50.4% | $102,383+62.1% | $145,877+13.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.18% | 24.83%-11.7pp | 24.94%-11.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,457 | $4,216-18.0% | $3,870-10.7% | $4,663-25.9% |
| Participant deferral / active EE | $6,783 | $5,621+20.7% | $5,060+34.1% | $6,691+1.4% |
| Admin fee / account holder | $2,809 | $9,750-71.2% | $8,391-66.5% | $13,402-79.0% |