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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 | $164,972 | $141,004+17.0% | $112,273+46.9% | $139,466+18.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.08% | 32.75%-15.7pp | 30.23%-13.1pp | 373.66%-356.6pp |
| Employer contribution / active EE | $7,992 | $4,285+86.5% | $3,431+132.9% | $4,754+68.1% |
| Participant deferral / active EE | $7,223 | $5,878+22.9% | $4,800+50.5% | $6,712+7.6% |
| Admin fee / account holder | $504 | $9,959-94.9% | $7,752-93.5% | $11,409-95.6% |