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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 | $160,146 | $117,829+35.9% | $102,423+56.4% | $145,877+9.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.34% | 31.83%-22.5pp | 29.42%-20.1pp | 551.28%-541.9pp |
| Employer contribution / active EE | $7,604 | $3,615+110.4% | $3,023+151.6% | $4,663+63.1% |
| Participant deferral / active EE | $5,094 | $5,732-11.1% | $5,054+0.8% | $6,691-23.9% |
| Admin fee / account holder | $4,829 | $13,335-63.8% | $9,455-48.9% | $13,402-64.0% |