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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 | $165,802 | $106,247+56.1% | $96,515+71.8% | $139,466+18.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.11% | 38.47%-20.4pp | 35.73%-17.6pp | 373.66%-355.6pp |
| Employer contribution / active EE | $4,013 | $4,106-2.3% | $3,740+7.3% | $4,754-15.6% |
| Participant deferral / active EE | $6,493 | $5,456+19.0% | $4,880+33.1% | $6,712-3.3% |
| Admin fee / account holder | $1,915 | $7,885-75.7% | $6,735-71.6% | $11,409-83.2% |