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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 | $183,897 | $165,939+10.8% | $122,354+50.3% | $147,586+24.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 25.34% | 34.56%-9.2pp | 30.28%-4.9pp | 578.59%-553.3pp |
| Employer contribution / active EE | $1,759 | $5,754-69.4% | $4,051-56.6% | $4,876-63.9% |
| Participant deferral / active EE | $5,029 | $4,005+25.6% | $3,287+53.0% | $5,439-7.5% |
| Admin fee / account holder | $7,234 | $7,425-2.6% | $5,479+32.0% | $10,886-33.5% |