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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 | $164,191 | $124,346+32.0% | $111,306+47.5% | $167,553-2.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.20% | 37.46%-22.3pp | 54.67%-39.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $1,578 | $3,438-54.1% | $2,732-42.3% | $4,840-67.4% |
| Participant deferral / active EE | $3,640 | $5,182-29.8% | $4,488-18.9% | $6,343-42.6% |
| Admin fee / account holder | $12,955 | $10,623+22.0% | $7,966+62.6% | $12,316+5.2% |