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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 | $163,986 | $114,119+43.7% | $107,187+53.0% | $138,895+18.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.16% | 273.21%-261.0pp | 204.55%-192.4pp | 145.39%-133.2pp |
| Employer contribution / active EE | $5,561 | $4,059+37.0% | $3,782+47.0% | $4,194+32.6% |
| Participant deferral / active EE | $4,800 | $5,538-13.3% | $5,096-5.8% | $6,396-25.0% |
| Admin fee / account holder | $10,227 | $10,024+2.0% | $9,162+11.6% | $12,562-18.6% |