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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 | $178,055 | $154,193+15.5% | $130,045+36.9% | $139,466+27.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.41% | 32.51%-17.1pp | -137.30%+152.7pp | 373.66%-358.3pp |
| Employer contribution / active EE | $3,658 | $5,292-30.9% | $4,321-15.4% | $4,754-23.1% |
| Participant deferral / active EE | $8,751 | $6,709+30.5% | $5,820+50.4% | $6,712+30.4% |
| Admin fee / account holder | $1,565 | $13,989-88.8% | $10,600-85.2% | $11,409-86.3% |