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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 | $166,026 | $223,823-25.8% | $211,142-21.4% | $154,746+7.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.23% | 50.39%-39.2pp | 46.84%-35.6pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,961 | $6,787-71.1% | $6,442-69.6% | $4,379-55.2% |
| Participant deferral / active EE | $11,864 | $9,750+21.7% | $9,284+27.8% | $6,730+76.3% |
| Admin fee / account holder | $91,724 | $19,707+365.4% | $19,076+380.8% | $14,365+538.5% |