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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 | $155,638 | $108,922+42.9% | $100,398+55.0% | $145,978+6.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.50% | 58.04%-37.5pp | 49.32%-28.8pp | 550.52%-530.0pp |
| Employer contribution / active EE | $1,567 | $4,426-64.6% | $3,946-60.3% | $4,662-66.4% |
| Participant deferral / active EE | $16,225 | $8,450+92.0% | $8,084+100.7% | $6,690+142.5% |
| Admin fee / account holder | $1,143 | $9,680-88.2% | $7,893-85.5% | $13,400-91.5% |