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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 | $115,914 | $275,752-58.0% | $256,809-54.9% | $198,609-41.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.39% | 34.81%-14.4pp | 32.73%-12.3pp | 202.70%-182.3pp |
| Employer contribution / active EE | $4,444 | $7,721-42.4% | $7,263-38.8% | $5,055-12.1% |
| Participant deferral / active EE | $14,424 | $10,037+43.7% | $9,520+51.5% | $6,977+106.7% |
| Admin fee / account holder | $150,031 | $25,716+483.4% | $25,146+496.6% | $19,030+688.4% |