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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 | $169,967 | $162,821+4.4% | $133,978+26.9% | $158,982+6.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.31% | 41.95%-30.6pp | 45.10%-33.8pp | 302.99%-291.7pp |
| Employer contribution / active EE | $2,894 | $4,976-41.8% | $3,919-26.2% | $4,763-39.2% |
| Participant deferral / active EE | $9,735 | $5,910+64.7% | $5,047+92.9% | $5,983+62.7% |
| Admin fee / account holder | $845 | $11,742-92.8% | $8,930-90.5% | $11,252-92.5% |