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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 | $208,783 | $149,778+39.4% | $118,946+75.5% | $158,950+31.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.55% | 19.95%-12.4pp | 35.89%-28.3pp | 302.91%-295.4pp |
| Employer contribution / active EE | $4,472 | $4,117+8.6% | $3,263+37.0% | $4,762-6.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $32,440 | $8,604+277.0% | $6,581+392.9% | $11,248+188.4% |