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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 | $163,025 | $125,190+30.2% | $105,624+54.3% | $145,897+11.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.49% | 225.22%-214.7pp | 116.20%-105.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,143 | $3,720-42.4% | $3,168-32.3% | $4,663-54.0% |
| Participant deferral / active EE | $5,614 | $5,716-1.8% | $5,013+12.0% | $6,689-16.1% |
| Admin fee / account holder | $1,035 | $17,138-94.0% | $10,961-90.6% | $13,390-92.3% |