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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 | $161,808 | $91,037+77.7% | $71,671+125.8% | $147,586+9.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.12% | 20.48%-10.4pp | 20.65%-10.5pp | 578.59%-568.5pp |
| Employer contribution / active EE | $4,073 | $3,327+22.4% | $2,460+65.6% | $4,876-16.5% |
| Participant deferral / active EE | $1,599 | $4,498-64.5% | $3,438-53.5% | $5,439-70.6% |
| Admin fee / account holder | $1,652 | $8,613-80.8% | $5,558-70.3% | $10,886-84.8% |