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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 | $151,970 | $108,882+39.6% | $96,754+57.1% | $154,746-1.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.10% | 98.39%-82.3pp | 82.04%-65.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $8,029 | $3,018+166.0% | $2,679+199.7% | $4,379+83.3% |
| Participant deferral / active EE | $13,077 | $5,323+145.7% | $4,758+174.8% | $6,730+94.3% |
| Admin fee / account holder | $7,772 | $10,200-23.8% | $8,905-12.7% | $14,365-45.9% |