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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 | $117,904+37.6% | $102,457+58.4% | $145,978+11.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.51% | 31.80%-13.3pp | 29.41%-10.9pp | 550.52%-532.0pp |
| Employer contribution / active EE | $2,845 | $3,613-21.3% | $3,022-5.9% | $4,662-39.0% |
| Participant deferral / active EE | $5,775 | $5,733+0.7% | $5,054+14.3% | $6,690-13.7% |
| Admin fee / account holder | $557 | $13,329-95.8% | $9,451-94.1% | $13,400-95.8% |