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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 | $168,760 | $117,846+43.2% | $102,434+64.8% | $145,884+15.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.14% | 31.90%-15.8pp | 29.46%-13.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $4,006 | $3,615+10.8% | $3,023+32.5% | $4,662-14.1% |
| Participant deferral / active EE | $9,506 | $5,733+65.8% | $5,055+88.1% | $6,690+42.1% |
| Admin fee / account holder | $778 | $13,356-94.2% | $9,462-91.8% | $13,392-94.2% |