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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 | $176,966 | $101,798+73.8% | $165,071+7.2% | $80,935+118.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.80% | 16.73%-3.9pp | 70.17%-57.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,117 | $2,954-62.2% | $4,347-74.3% | $2,757-59.5% |
| Participant deferral / active EE | $11,173 | $4,476+149.6% | $6,035+85.1% | $4,299+159.9% |
| Admin fee / account holder | $8,788 | $8,221+6.9% | $12,695-30.8% | $6,924+26.9% |