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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 | $157,505 | $101,618+55.0% | $93,063+69.2% | $137,256+14.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.32% | 223.95%-202.6pp | 34.15%-12.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,879 | $2,707-30.6% | $2,476-24.1% | $4,156-54.8% |
| Participant deferral / active EE | $9,689 | $4,279+126.4% | $3,958+144.8% | $6,407+51.2% |
| Admin fee / account holder | $1,359 | $6,198-78.1% | $6,033-77.5% | $12,270-88.9% |