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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 | $162,268 | $117,895+37.6% | $102,460+58.4% | $145,897+11.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.51% | 31.92%-13.4pp | 29.47%-11.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,845 | $3,619-21.4% | $3,025-5.9% | $4,663-39.0% |
| Participant deferral / active EE | $5,775 | $5,736+0.7% | $5,056+14.2% | $6,689-13.7% |
| Admin fee / account holder | $557 | $13,353-95.8% | $9,460-94.1% | $13,390-95.8% |