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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 | $101,676 | $228,352-55.5% | $185,827-45.3% | $158,950-36.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.96% | 40.81%-34.9pp | 35.96%-30.0pp | 302.91%-296.9pp |
| Employer contribution / active EE | $4,633 | $4,967-6.7% | $4,087+13.4% | $4,762-2.7% |
| Participant deferral / active EE | $13,495 | $6,416+110.3% | $5,633+139.6% | $5,983+125.6% |
| Admin fee / account holder | $122,890 | $11,867+935.6% | $9,502+1193.4% | $11,248+992.5% |