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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 | $123,155+26.9% | $108,753+43.7% | $155,188+0.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.45% | 44.73%-34.3pp | 37.47%-27.0pp | 148.84%-138.4pp |
| Employer contribution / active EE | $2,822 | $2,811+0.4% | $2,427+16.3% | $4,248-33.6% |
| Participant deferral / active EE | $3,793 | $4,623-18.0% | $4,115-7.8% | $6,531-41.9% |
| Admin fee / account holder | $93,094 | $12,126+667.7% | $10,320+802.1% | $14,480+542.9% |