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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 | $160,057 | $114,119+40.3% | $107,187+49.3% | $138,895+15.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.58% | 273.21%-258.6pp | 204.55%-190.0pp | 145.39%-130.8pp |
| Employer contribution / active EE | $4,400 | $4,059+8.4% | $3,782+16.3% | $4,194+4.9% |
| Participant deferral / active EE | $10,237 | $5,538+84.9% | $5,096+100.9% | $6,396+60.1% |
| Admin fee / account holder | $1,378 | $10,024-86.3% | $9,162-85.0% | $12,562-89.0% |