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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 | $153,960 | $110,410+39.4% | $102,437+50.3% | $145,897+5.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.38% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,996 | $4,217-52.7% | $3,871-48.4% | $4,663-57.2% |
| Participant deferral / active EE | $8,037 | $5,622+43.0% | $5,060+58.8% | $6,689+20.1% |
| Admin fee / account holder | $11,668 | $9,745+19.7% | $8,388+39.1% | $13,390-12.9% |