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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 | $117,846+38.6% | $102,434+59.5% | $145,884+12.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.25% | 31.90%-21.6pp | 29.46%-19.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,793 | $3,615-50.4% | $3,023-40.7% | $4,662-61.5% |
| Participant deferral / active EE | $5,944 | $5,733+3.7% | $5,055+17.6% | $6,690-11.1% |
| Admin fee / account holder | $17,089 | $13,356+28.0% | $9,462+80.6% | $13,392+27.6% |