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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 | $155,700 | $117,895+32.1% | $102,460+52.0% | $145,897+6.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 31.92%-21.9pp | 29.47%-19.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,526 | $3,619-2.6% | $3,025+16.6% | $4,663-24.4% |
| Participant deferral / active EE | $8,879 | $5,736+54.8% | $5,056+75.6% | $6,689+32.7% |
| Admin fee / account holder | $15,104 | $13,353+13.1% | $9,460+59.7% | $13,390+12.8% |