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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 | $173,229 | $134,817+28.5% | $123,973+39.7% | $155,188+11.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.43% | 515.49%-502.1pp | 388.13%-374.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $2,841 | $4,425-35.8% | $4,126-31.1% | $4,248-33.1% |
| Participant deferral / active EE | $4,483 | $5,706-21.4% | $5,247-14.6% | $6,531-31.4% |
| Admin fee / account holder | $3,755 | $13,245-71.7% | $11,799-68.2% | $14,480-74.1% |