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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 | $246,063 | $176,838+39.1% | $146,685+67.7% | $167,518+46.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.96% | 24.04%-11.1pp | 22.75%-9.8pp | 478.71%-465.8pp |
| Employer contribution / active EE | $3,015 | $5,161-41.6% | $4,137-27.1% | $4,838-37.7% |
| Participant deferral / active EE | $8,111 | $6,441+25.9% | $5,507+47.3% | $6,342+27.9% |
| Admin fee / account holder | $71,939 | $13,262+442.5% | $10,281+599.7% | $12,312+484.3% |