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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 | $86,266 | $110,379-21.8% | $102,412-15.8% | $145,884-40.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.24% | 24.84%-6.6pp | 24.94%-6.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $3,203 | $4,216-24.0% | $3,870-17.2% | $4,662-31.3% |
| Participant deferral / active EE | $15,653 | $5,622+178.4% | $5,060+209.3% | $6,690+134.0% |
| Admin fee / account holder | $144,012 | $9,745+1377.8% | $8,388+1617.0% | $13,392+975.4% |