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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 | $107,079+59.0% | $151,266+12.5% | $87,485+94.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 77.0%+23.0pp | 68.9%+31.1pp |
| Annual return | 14.83% | 22.17%-7.3pp | 180.60%-165.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $2,886 | $3,174-9.1% | $4,237-31.9% | $2,596+11.2% |
| Participant deferral / active EE | $9,040 | $5,789+56.2% | $7,337+23.2% | $4,274+111.5% |
| Admin fee / account holder | $9,733 | $8,059+20.8% | $13,159-26.0% | $7,775+25.2% |