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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 | $169,659 | $70,684+140.0% | $169,390+0.2% | $75,173+125.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 22.54% | 36.38%-13.8pp | 406.07%-383.5pp | 160.72%-138.2pp |
| Employer contribution / active EE | $2,137 | $2,211-3.3% | $4,013-46.7% | $2,671-20.0% |
| Participant deferral / active EE | $6,391 | $4,310+48.3% | $6,222+2.7% | $4,126+54.9% |
| Admin fee / account holder | $9,487 | $5,404+75.5% | $9,015+5.2% | $5,651+67.9% |