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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 | $172,515 | $137,414+25.5% | $189,537-9.0% | $85,847+101.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.05% | 38.14%-26.1pp | 555.34%-543.3pp | 318.61%-306.6pp |
| Employer contribution / active EE | $1,755 | $4,344-59.6% | $6,161-71.5% | $2,565-31.6% |
| Participant deferral / active EE | $7,692 | $6,260+22.9% | $8,220-6.4% | $3,952+94.6% |
| Admin fee / account holder | $5,129 | $8,630-40.6% | $12,048-57.4% | $6,261-18.1% |