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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 | $108,882+48.6% | $96,754+67.2% | $154,746+4.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.80% | 98.39%-82.6pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $10,403 | $3,018+244.7% | $2,679+288.3% | $4,379+137.6% |
| Participant deferral / active EE | $4,867 | $5,323-8.6% | $4,758+2.3% | $6,730-27.7% |
| Admin fee / account holder | $886 | $10,200-91.3% | $8,905-90.1% | $14,365-93.8% |