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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 | $153,242 | $106,267+44.2% | $96,520+58.8% | $139,456+9.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.76% | 38.45%-24.7pp | 35.72%-22.0pp | 373.45%-359.7pp |
| Employer contribution / active EE | $3,037 | $4,105-26.0% | $3,739-18.8% | $4,753-36.1% |
| Participant deferral / active EE | $8,839 | $5,454+62.0% | $4,879+81.2% | $6,711+31.7% |
| Admin fee / account holder | $25,501 | $7,882+223.5% | $6,733+278.7% | $11,407+123.6% |