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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 | $117,846+36.0% | $102,434+56.4% | $145,884+9.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 31.90%-18.1pp | 29.46%-15.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,414 | $3,615-60.9% | $3,023-53.2% | $4,662-69.7% |
| Participant deferral / active EE | $3,677 | $5,733-35.9% | $5,055-27.3% | $6,690-45.0% |
| Admin fee / account holder | $30,389 | $13,356+127.5% | $9,462+221.2% | $13,392+126.9% |