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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 | $158,044 | $127,296+24.2% | $109,907+43.8% | $167,536-5.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.56% | 22.97%-12.4pp | 29.46%-18.9pp | 478.82%-468.3pp |
| Employer contribution / active EE | $4,529 | $3,325+36.2% | $2,844+59.2% | $4,839-6.4% |
| Participant deferral / active EE | $5,992 | $4,513+32.8% | $4,047+48.1% | $6,342-5.5% |
| Admin fee / account holder | $697 | $7,119-90.2% | $6,069-88.5% | $12,315-94.3% |