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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 | $159,477 | $98,240+62.3% | $82,312+93.7% | $147,586+8.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.18% | 30.85%-14.7pp | 25.88%-9.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,841 | $3,192-11.0% | $2,428+17.0% | $4,876-41.7% |
| Participant deferral / active EE | $6,591 | $4,383+50.4% | $3,706+77.8% | $5,439+21.2% |
| Admin fee / account holder | $1,768 | $8,563-79.4% | $5,608-68.5% | $10,886-83.8% |