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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 | $156,391 | $201,370-22.3% | $184,256-15.1% | $145,897+7.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.34% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,549 | $7,024-49.5% | $6,427-44.8% | $4,663-23.9% |
| Participant deferral / active EE | $15,845 | $9,808+61.6% | $9,133+73.5% | $6,689+136.9% |
| Admin fee / account holder | $1,798 | $16,364-89.0% | $13,899-87.1% | $13,390-86.6% |