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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 | $175,776 | $110,410+59.2% | $102,437+71.6% | $145,897+20.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.53% | 24.85%-11.3pp | 24.95%-11.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,642 | $4,217+10.1% | $3,871+19.9% | $4,663-0.5% |
| Participant deferral / active EE | $14,006 | $5,622+149.1% | $5,060+176.8% | $6,689+109.4% |
| Admin fee / account holder | $1,096 | $9,745-88.8% | $8,388-86.9% | $13,390-91.8% |