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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 | $165,693 | $117,904+40.5% | $102,457+61.7% | $145,978+13.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.61% | 31.80%-17.2pp | 29.41%-14.8pp | 550.52%-535.9pp |
| Employer contribution / active EE | $6,768 | $3,613+87.3% | $3,022+124.0% | $4,662+45.2% |
| Participant deferral / active EE | $7,071 | $5,733+23.3% | $5,054+39.9% | $6,690+5.7% |
| Admin fee / account holder | $6,514 | $13,329-51.1% | $9,451-31.1% | $13,400-51.4% |