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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 | $177,918 | $117,846+51.0% | $102,434+73.7% | $145,884+22.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 31.90%-16.1pp | 29.46%-13.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $3,410 | $3,615-5.7% | $3,023+12.8% | $4,662-26.9% |
| Participant deferral / active EE | $3,194 | $5,733-44.3% | $5,055-36.8% | $6,690-52.3% |
| Admin fee / account holder | $10,261 | $13,356-23.2% | $9,462+8.4% | $13,392-23.4% |