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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 | $169,712 | $126,113+34.6% | $116,096+46.2% | $155,188+9.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 14.75% | 391.72%-377.0pp | 326.25%-311.5pp | 148.84%-134.1pp |
| Employer contribution / active EE | $827 | $2,672-69.1% | $2,503-67.0% | $4,248-80.5% |
| Participant deferral / active EE | $2,167 | $4,162-47.9% | $3,952-45.2% | $6,531-66.8% |
| Admin fee / account holder | $1,959 | $8,045-75.6% | $7,704-74.6% | $14,480-86.5% |