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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 | $177,501 | $124,330+42.8% | $109,173+62.6% | $167,536+5.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.88% | 26.04%-9.2pp | 25.75%-8.9pp | 478.82%-461.9pp |
| Employer contribution / active EE | $5,937 | $4,209+41.1% | $3,723+59.5% | $4,839+22.7% |
| Participant deferral / active EE | $9,829 | $5,256+87.0% | $4,654+111.2% | $6,342+55.0% |
| Admin fee / account holder | $43,675 | $7,974+447.7% | $6,755+546.6% | $12,315+254.7% |