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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 | $156,255 | $115,225+35.6% | $100,712+55.2% | $138,895+12.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 10.45% | 40.35%-29.9pp | 33.27%-22.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,822 | $2,771+1.8% | $2,313+22.0% | $4,194-32.7% |
| Participant deferral / active EE | $3,793 | $4,699-19.3% | $4,085-7.1% | $6,396-40.7% |
| Admin fee / account holder | $93,094 | $10,844+758.5% | $9,256+905.7% | $12,562+641.1% |