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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 | $201,344-22.3% | $184,243-15.1% | $145,877+7.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.34% | 29.01%-18.7pp | 28.82%-18.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,549 | $7,022-49.5% | $6,427-44.8% | $4,663-23.9% |
| Participant deferral / active EE | $15,845 | $9,807+61.6% | $9,132+73.5% | $6,691+136.8% |
| Admin fee / account holder | $1,798 | $16,382-89.0% | $13,914-87.1% | $13,402-86.6% |