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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 | $158,041 | $232,540-32.0% | $185,117-14.6% | $147,585+7.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.52% | 43.03%-26.5pp | 40.50%-24.0pp | 578.58%-562.1pp |
| Employer contribution / active EE | $3,325 | $5,195-36.0% | $4,182-20.5% | $4,876-31.8% |
| Participant deferral / active EE | $8,370 | $5,834+43.5% | $5,045+65.9% | $5,439+53.9% |
| Admin fee / account holder | $5,322 | $10,275-48.2% | $8,159-34.8% | $10,886-51.1% |