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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 | $165,870 | $118,708+39.7% | $98,920+67.7% | $158,966+4.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.77% | 372.49%-358.7pp | 196.47%-182.7pp | 302.95%-289.2pp |
| Employer contribution / active EE | $1,257 | $3,334-62.3% | $2,689-53.3% | $4,762-73.6% |
| Participant deferral / active EE | $7,790 | $5,089+53.1% | $4,245+83.5% | $5,983+30.2% |
| Admin fee / account holder | $6,450 | $10,134-36.4% | $6,643-2.9% | $11,250-42.7% |