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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 | $233,185 | $135,956+71.5% | $123,894+88.2% | $273,972-14.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.89% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3,951 | $5,170-23.6% | $4,617-14.4% | $4,869-18.9% |
| Participant deferral / active EE | $19,464 | $6,343+206.9% | $5,984+225.3% | $5,287+268.1% |
| Admin fee / account holder | $61,200 | $9,817+523.4% | $8,357+632.3% | $10,133+504.0% |