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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 | $117,895+38.5% | $102,460+59.4% | $145,897+12.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.25% | 31.92%-21.7pp | 29.47%-19.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,793 | $3,619-50.5% | $3,025-40.7% | $4,663-61.6% |
| Participant deferral / active EE | $5,944 | $5,736+3.6% | $5,056+17.6% | $6,689-11.1% |
| Admin fee / account holder | $17,089 | $13,353+28.0% | $9,460+80.6% | $13,390+27.6% |