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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 | $164,186 | $106,267+54.5% | $96,520+70.1% | $139,456+17.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.46% | 38.45%-20.0pp | 35.72%-17.3pp | 373.45%-355.0pp |
| Employer contribution / active EE | $3,322 | $4,105-19.1% | $3,739-11.1% | $4,753-30.1% |
| Participant deferral / active EE | $6,149 | $5,454+12.7% | $4,879+26.0% | $6,711-8.4% |
| Admin fee / account holder | $703 | $7,882-91.1% | $6,733-89.6% | $11,407-93.8% |