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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 | $168,110 | $115,911+45.0% | $100,530+67.2% | $158,950+5.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.68% | 34.80%-19.1pp | 30.89%-15.2pp | 302.91%-287.2pp |
| Employer contribution / active EE | $3,852 | $4,104-6.2% | $3,418+12.7% | $4,762-19.1% |
| Participant deferral / active EE | $13,074 | $6,676+95.8% | $6,271+108.5% | $5,983+118.5% |
| Admin fee / account holder | $1,597 | $10,999-85.5% | $8,083-80.2% | $11,248-85.8% |