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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 | $165,131 | $165,939-0.5% | $122,354+35.0% | $147,586+11.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.38% | 34.56%-19.2pp | 30.28%-14.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $5,672 | $5,754-1.4% | $4,051+40.0% | $4,876+16.3% |
| Participant deferral / active EE | $5,026 | $4,005+25.5% | $3,287+52.9% | $5,439-7.6% |
| Admin fee / account holder | $12,329 | $7,425+66.1% | $5,479+125.0% | $10,886+13.3% |