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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 | $164,714 | $106,280+55.0% | $96,538+70.6% | $139,487+18.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.68% | 38.48%-25.8pp | 35.74%-23.1pp | 373.84%-361.2pp |
| Employer contribution / active EE | $9,376 | $4,107+128.3% | $3,740+150.7% | $4,755+97.2% |
| Participant deferral / active EE | $10,606 | $5,457+94.4% | $4,880+117.3% | $6,713+58.0% |
| Admin fee / account holder | $2,788 | $7,888-64.7% | $6,737-58.6% | $11,407-75.6% |