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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 | $154,714 | $117,895+31.2% | $102,460+51.0% | $145,897+6.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.34% | 31.92%-21.6pp | 29.47%-19.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,154 | $3,619+42.4% | $3,025+70.4% | $4,663+10.5% |
| Participant deferral / active EE | $9,312 | $5,736+62.3% | $5,056+84.2% | $6,689+39.2% |
| Admin fee / account holder | $7,626 | $13,353-42.9% | $9,460-19.4% | $13,390-43.1% |