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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 | $159,506 | $110,337+44.6% | $102,383+55.8% | $145,877+9.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.79% | 24.83%-13.0pp | 24.94%-13.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $11,400 | $4,216+170.4% | $3,870+194.6% | $4,663+144.5% |
| Participant deferral / active EE | $8,043 | $5,621+43.1% | $5,060+59.0% | $6,691+20.2% |
| Admin fee / account holder | $48,688 | $9,750+399.4% | $8,391+480.2% | $13,402+263.3% |