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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 | $189,025 | $152,460+24.0% | $118,746+59.2% | $147,586+28.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.06% | 17.41%-3.3pp | 24.54%-10.5pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,113 | $5,046-77.9% | $4,193-73.4% | $4,876-77.2% |
| Participant deferral / active EE | $9,062 | $6,212+45.9% | $5,332+69.9% | $5,439+66.6% |
| Admin fee / account holder | $23,016 | $16,953+35.8% | $10,720+114.7% | $10,886+111.4% |