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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 | $156,639 | $118,708+32.0% | $98,920+58.3% | $158,982-1.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.29% | 372.49%-359.2pp | 196.47%-183.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $3,465 | $3,334+3.9% | $2,689+28.8% | $4,763-27.3% |
| Participant deferral / active EE | $12,674 | $5,089+149.0% | $4,245+198.6% | $5,983+111.8% |
| Admin fee / account holder | $1,073 | $10,134-89.4% | $6,643-83.8% | $11,252-90.5% |