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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 | $182,776 | $124,314+47.0% | $109,163+67.4% | $167,518+9.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.44% | 26.04%-9.6pp | 25.75%-9.3pp | 478.71%-462.3pp |
| Employer contribution / active EE | $4,428 | $4,209+5.2% | $3,723+18.9% | $4,838-8.5% |
| Participant deferral / active EE | $7,975 | $5,256+51.7% | $4,654+71.4% | $6,342+25.7% |
| Admin fee / account holder | $826 | $7,973-89.6% | $6,754-87.8% | $12,312-93.3% |