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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 | $163,340 | $117,829+38.6% | $102,423+59.5% | $145,877+12.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.25% | 31.83%-21.6pp | 29.42%-19.2pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,793 | $3,615-50.4% | $3,023-40.7% | $4,663-61.6% |
| Participant deferral / active EE | $5,944 | $5,732+3.7% | $5,054+17.6% | $6,691-11.2% |
| Admin fee / account holder | $17,089 | $13,335+28.2% | $9,455+80.8% | $13,402+27.5% |