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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 | $164,237 | $110,240+49.0% | $96,544+70.1% | $139,487+17.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 32.32% | 26.41%+5.9pp | 25.88%+6.4pp | 373.84%-341.5pp |
| Employer contribution / active EE | $1,504 | $3,622-58.5% | $2,966-49.3% | $4,755-68.4% |
| Participant deferral / active EE | $4,284 | $5,549-22.8% | $4,851-11.7% | $6,713-36.2% |
| Admin fee / account holder | $1,226 | $11,602-89.4% | $8,254-85.1% | $11,407-89.3% |