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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 | $161,785 | $97,125+66.6% | $86,233+87.6% | $137,256+17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.80% | 74.19%-58.4pp | 61.39%-45.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $10,403 | $2,841+266.1% | $2,504+315.4% | $4,156+150.3% |
| Participant deferral / active EE | $4,867 | $5,180-6.0% | $4,559+6.7% | $6,407-24.0% |
| Admin fee / account holder | $886 | $9,725-90.9% | $8,342-89.4% | $12,270-92.8% |