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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 | $168,949 | $141,004+19.8% | $112,273+50.5% | $139,456+21.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.83% | 32.75%-16.9pp | 30.23%-14.4pp | 373.45%-357.6pp |
| Employer contribution / active EE | $1,537 | $4,285-64.1% | $3,431-55.2% | $4,753-67.7% |
| Participant deferral / active EE | $13,172 | $5,878+124.1% | $4,800+174.4% | $6,711+96.3% |
| Admin fee / account holder | $2,468 | $9,959-75.2% | $7,752-68.2% | $11,407-78.4% |