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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 | $168,511 | $223,823-24.7% | $211,142-20.2% | $154,746+8.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.65% | 50.39%-39.7pp | 46.84%-36.2pp | 172.34%-161.7pp |
| Employer contribution / active EE | $10,354 | $6,787+52.6% | $6,442+60.7% | $4,379+136.4% |
| Participant deferral / active EE | $7,932 | $9,750-18.7% | $9,284-14.6% | $6,730+17.9% |
| Admin fee / account holder | $5,498 | $19,707-72.1% | $19,076-71.2% | $14,365-61.7% |