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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 | $114,385 | $162,785-29.7% | $133,959-14.6% | $158,950-28.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.30% | 41.94%-31.6pp | 45.09%-34.8pp | 302.91%-292.6pp |
| Employer contribution / active EE | $4,137 | $4,975-16.8% | $3,919+5.6% | $4,762-13.1% |
| Participant deferral / active EE | $5,432 | $5,910-8.1% | $5,047+7.6% | $5,983-9.2% |
| Admin fee / account holder | $31,189 | $11,738+165.7% | $8,928+249.3% | $11,248+177.3% |