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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 | $163,350 | $105,856+54.3% | $90,161+81.2% | $147,586+10.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.58% | 37.63%-26.0pp | 34.89%-23.3pp | 578.59%-567.0pp |
| Employer contribution / active EE | $8,354 | $4,126+102.5% | $3,318+151.8% | $4,876+71.3% |
| Participant deferral / active EE | $6,349 | $5,733+10.8% | $5,287+20.1% | $5,439+16.7% |
| Admin fee / account holder | $10,372 | $8,046+28.9% | $5,943+74.5% | $10,886-4.7% |