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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 | $161,466 | $124,330+29.9% | $109,173+47.9% | $167,536-3.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.97% | 26.04%-10.1pp | 25.75%-9.8pp | 478.82%-462.8pp |
| Employer contribution / active EE | $8,536 | $4,209+102.8% | $3,723+129.3% | $4,839+76.4% |
| Participant deferral / active EE | $5,541 | $5,256+5.4% | $4,654+19.1% | $6,342-12.6% |
| Admin fee / account holder | $412 | $7,974-94.8% | $6,755-93.9% | $12,315-96.7% |