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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 | $170,239 | $98,652+72.6% | $142,942+19.1% | $82,448+106.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 14.83% | 22.65%-7.8pp | 113.70%-98.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,886 | $3,211-10.1% | $4,139-30.3% | $2,551+13.1% |
| Participant deferral / active EE | $9,040 | $5,580+62.0% | $7,128+26.8% | $4,139+118.4% |
| Admin fee / account holder | $9,733 | $8,078+20.5% | $12,475-22.0% | $7,234+34.5% |