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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 | $248,027 | $127,387+94.7% | $115,038+115.6% | $125,389+97.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.49% | 31.28%-30.8pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $4,800 | $5,166-7.1% | $4,608+4.2% | $4,866-1.4% |
| Participant deferral / active EE | $18,000 | $6,423+180.2% | $6,026+198.7% | $5,352+236.3% |
| Admin fee / account holder | $75,247 | $9,516+690.7% | $8,175+820.4% | $9,541+688.7% |