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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 | $165,935 | $110,410+50.3% | $102,437+62.0% | $145,897+13.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.18% | 24.85%-11.7pp | 24.95%-11.8pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,457 | $4,217-18.0% | $3,871-10.7% | $4,663-25.8% |
| Participant deferral / active EE | $6,783 | $5,622+20.7% | $5,060+34.0% | $6,689+1.4% |
| Admin fee / account holder | $2,809 | $9,745-71.2% | $8,388-66.5% | $13,390-79.0% |