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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 | $162,713 | $124,346+30.9% | $111,308+46.2% | $167,536-2.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.57% | 37.45%-24.9pp | 54.67%-42.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $9,869 | $3,437+187.1% | $2,732+261.3% | $4,839+103.9% |
| Participant deferral / active EE | $6,489 | $5,182+25.2% | $4,487+44.6% | $6,342+2.3% |
| Admin fee / account holder | $6,688 | $10,621-37.0% | $7,965-16.0% | $12,315-45.7% |