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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 | $145,939 | $105,960+37.7% | $81,726+78.6% | $158,982-8.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 4.78% | 38.19%-33.4pp | 29.49%-24.7pp | 302.99%-298.2pp |
| Employer contribution / active EE | $7,523 | $7,805-3.6% | $4,311+74.5% | $4,763+57.9% |
| Participant deferral / active EE | $5,268 | $13,011-59.5% | $7,108-25.9% | $5,983-12.0% |
| Admin fee / account holder | $10,665 | $8,494+25.6% | $5,160+106.7% | $11,252-5.2% |