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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 | $196,836 | $124,980+57.5% | $108,359+81.7% | $154,746+27.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.47% | 45.00%-36.5pp | 36.89%-28.4pp | 172.34%-163.9pp |
| Employer contribution / active EE | $2,099 | $2,851-26.4% | $2,399-12.5% | $4,379-52.1% |
| Participant deferral / active EE | $5,694 | $4,743+20.1% | $4,137+37.6% | $6,730-15.4% |
| Admin fee / account holder | $93,010 | $11,502+708.7% | $9,741+854.8% | $14,365+547.5% |