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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 | $168,628 | $141,001+19.6% | $112,228+50.3% | $139,487+20.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.88% | 32.75%-21.9pp | 30.23%-19.3pp | 373.84%-363.0pp |
| Employer contribution / active EE | $3,863 | $4,285-9.9% | $3,432+12.6% | $4,755-18.8% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,693 | $9,959-83.0% | $7,752-78.2% | $11,407-85.2% |