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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 | $170,161 | $110,410+54.1% | $102,437+66.1% | $145,897+16.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,946 | $4,217-30.1% | $3,871-23.9% | $4,663-36.8% |
| Participant deferral / active EE | $13,970 | $5,622+148.5% | $5,060+176.1% | $6,689+108.8% |
| Admin fee / account holder | $1,966 | $9,745-79.8% | $8,388-76.6% | $13,390-85.3% |