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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 | $157,837 | $96,524+63.5% | $75,900+108.0% | $152,909+3.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 23.27% | 33.93%-10.7pp | 30.73%-7.5pp | 345.46%-322.2pp |
| Employer contribution / active EE | $4,017 | $3,311+21.3% | $2,501+60.6% | $4,764-15.7% |
| Participant deferral / active EE | $13,947 | $4,554+206.3% | $3,604+287.0% | $5,851+138.4% |
| Admin fee / account holder | $515 | $8,082-93.6% | $5,421-90.5% | $11,601-95.6% |