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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 | $160,360 | $81,664+96.4% | $70,476+127.5% | $158,966+0.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 28.73% | 208.59%-179.9pp | 109.12%-80.4pp | 302.95%-274.2pp |
| Employer contribution / active EE | $1,693 | $3,219-47.4% | $2,738-38.1% | $4,762-64.4% |
| Participant deferral / active EE | $5,703 | $4,556+25.2% | $3,710+53.7% | $5,983-4.7% |
| Admin fee / account holder | $1,095 | $6,197-82.3% | $3,847-71.5% | $11,250-90.3% |