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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 | $161,073 | $101,618+58.5% | $93,063+73.1% | $137,256+17.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.31% | 223.95%-208.6pp | 34.15%-18.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,597 | $2,707-4.1% | $2,476+4.9% | $4,156-37.5% |
| Participant deferral / active EE | $11,907 | $4,279+178.3% | $3,958+200.8% | $6,407+85.9% |
| Admin fee / account holder | $3,942 | $6,198-36.4% | $6,033-34.7% | $12,270-67.9% |