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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 | $180,969 | $124,346+45.5% | $111,308+62.6% | $167,536+8.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.75% | 37.45%-25.7pp | 54.67%-42.9pp | 478.82%-467.1pp |
| Employer contribution / active EE | $3,119 | $3,437-9.3% | $2,732+14.2% | $4,839-35.5% |
| Participant deferral / active EE | $9,838 | $5,182+89.9% | $4,487+119.2% | $6,342+55.1% |
| Admin fee / account holder | $9,982 | $10,621-6.0% | $7,965+25.3% | $12,315-18.9% |