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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 | $167,898 | $117,426+43.0% | $99,470+68.8% | $152,885+9.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 10.91% | 31.87%-21.0pp | 30.72%-19.8pp | 345.39%-334.5pp |
| Employer contribution / active EE | $3,617 | $3,014+20.0% | $2,540+42.4% | $4,763-24.1% |
| Participant deferral / active EE | $4,978 | $4,086+21.8% | $3,619+37.5% | $5,851-14.9% |
| Admin fee / account holder | $5,725 | $7,634-25.0% | $6,252-8.4% | $11,598-50.6% |