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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 | $165,390 | $108,882+51.9% | $96,754+70.9% | $154,746+6.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.34% | 98.39%-84.1pp | 82.04%-67.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,610 | $3,018+19.6% | $2,679+34.7% | $4,379-17.6% |
| Participant deferral / active EE | $5,375 | $5,323+1.0% | $4,758+13.0% | $6,730-20.1% |
| Admin fee / account holder | $1,540 | $10,200-84.9% | $8,905-82.7% | $14,365-89.3% |