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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 | $160,248 | $117,895+35.9% | $102,460+56.4% | $145,897+9.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 31.92%-18.1pp | 29.47%-15.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,414 | $3,619-60.9% | $3,025-53.3% | $4,663-69.7% |
| Participant deferral / active EE | $3,677 | $5,736-35.9% | $5,056-27.3% | $6,689-45.0% |
| Admin fee / account holder | $30,389 | $13,353+127.6% | $9,460+221.2% | $13,390+126.9% |