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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 | $160,152 | $127,387+25.7% | $115,038+39.2% | $125,389+27.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.92% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $9,963 | $5,166+92.9% | $4,608+116.2% | $4,866+104.7% |
| Participant deferral / active EE | $7,507 | $6,423+16.9% | $6,026+24.6% | $5,352+40.3% |
| Admin fee / account holder | $5,241 | $9,516-44.9% | $8,175-35.9% | $9,541-45.1% |