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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 | $167,292 | $151,427+10.5% | $112,860+48.2% | $154,746+8.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 12.83% | 30.95%-18.1pp | 35.26%-22.4pp | 172.34%-159.5pp |
| Employer contribution / active EE | $563 | $2,750-79.5% | $2,206-74.5% | $4,379-87.1% |
| Participant deferral / active EE | $563 | $4,285-86.9% | $3,493-83.9% | $6,730-91.6% |
| Admin fee / account holder | $9,474 | $7,369+28.6% | $6,841+38.5% | $14,365-34.0% |