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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 | $159,110 | $112,935+40.9% | $90,970+74.9% | $158,966+0.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.80% | 215.79%-206.0pp | 134.58%-124.8pp | 302.95%-293.1pp |
| Employer contribution / active EE | $1,124 | $2,895-61.2% | $2,122-47.0% | $4,762-76.4% |
| Participant deferral / active EE | $3,455 | $4,129-16.3% | $3,373+2.4% | $5,983-42.3% |
| Admin fee / account holder | $1,347 | $8,045-83.3% | $5,960-77.4% | $11,250-88.0% |