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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 | $163,303 | $115,225+41.7% | $100,712+62.1% | $138,895+17.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.40% | 40.35%-28.9pp | 33.27%-21.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,643 | $2,771-40.7% | $2,313-29.0% | $4,194-60.8% |
| Participant deferral / active EE | $4,330 | $4,699-7.9% | $4,085+6.0% | $6,396-32.3% |
| Admin fee / account holder | $95,815 | $10,844+783.6% | $9,256+935.1% | $12,562+662.7% |