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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 | $177,059 | $114,013+55.3% | $103,693+70.8% | $155,188+14.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.18% | 49.31%-33.1pp | 47.61%-31.4pp | 148.84%-132.7pp |
| Employer contribution / active EE | $3,485 | $3,131+11.3% | $2,920+19.3% | $4,248-18.0% |
| Participant deferral / active EE | $4,297 | $4,970-13.5% | $4,579-6.2% | $6,531-34.2% |
| Admin fee / account holder | $1,763 | $8,407-79.0% | $7,858-77.6% | $14,480-87.8% |