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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 | $203,535 | $127,386+59.8% | $115,037+76.9% | $125,388+62.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.16% | 31.28%-31.1pp | 26.14%-26.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $8,915 | $5,166+72.6% | $4,608+93.5% | $4,866+83.2% |
| Participant deferral / active EE | $16,065 | $6,423+150.1% | $6,026+166.6% | $5,352+200.2% |
| Admin fee / account holder | $85,787 | $9,516+801.5% | $8,175+949.4% | $9,541+799.2% |