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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 | $153,039 | $123,155+24.3% | $108,753+40.7% | $155,188-1.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 84.69% | 44.73%+40.0pp | 37.47%+47.2pp | 148.84%-64.2pp |
| Employer contribution / active EE | $5,694 | $2,811+102.5% | $2,427+134.6% | $4,248+34.0% |
| Participant deferral / active EE | $14,361 | $4,623+210.6% | $4,115+249.0% | $6,531+119.9% |
| Admin fee / account holder | $1,592 | $12,126-86.9% | $10,320-84.6% | $14,480-89.0% |