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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 | $121,111 | $227,633-46.8% | $189,597-36.1% | $167,553-27.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.60% | 78.45%-66.8pp | 64.20%-52.6pp | 478.89%-467.3pp |
| Employer contribution / active EE | $5,166 | $5,317-2.8% | $4,412+17.1% | $4,840+6.8% |
| Participant deferral / active EE | $8,869 | $7,003+26.7% | $6,174+43.7% | $6,343+39.8% |
| Admin fee / account holder | $64,388 | $11,879+442.0% | $9,807+556.5% | $12,316+422.8% |