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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 | $160,424 | $176,786-9.3% | $146,643+9.4% | $167,536-4.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.18% | 24.04%-11.9pp | 22.75%-10.6pp | 478.82%-466.6pp |
| Employer contribution / active EE | $9,469 | $5,161+83.5% | $4,137+128.9% | $4,839+95.7% |
| Participant deferral / active EE | $6,027 | $6,440-6.4% | $5,506+9.5% | $6,342-5.0% |
| Admin fee / account holder | $4,660 | $13,262-64.9% | $10,280-54.7% | $12,315-62.2% |