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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 | $167,200 | $125,190+33.6% | $105,624+58.3% | $145,897+14.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.41% | 225.22%-210.8pp | 116.20%-101.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,274 | $3,720-38.9% | $3,168-28.2% | $4,663-51.2% |
| Participant deferral / active EE | $12,296 | $5,716+115.1% | $5,013+145.3% | $6,689+83.8% |
| Admin fee / account holder | $743 | $17,138-95.7% | $10,961-93.2% | $13,390-94.4% |