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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 | $148,904 | $116,203+28.1% | $93,621+59.1% | $152,909-2.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.57% | 35.96%-14.4pp | 32.76%-11.2pp | 345.46%-323.9pp |
| Employer contribution / active EE | $4,170 | $3,219+29.5% | $2,719+53.4% | $4,764-12.5% |
| Participant deferral / active EE | $10,417 | $4,605+126.2% | $4,070+156.0% | $5,851+78.0% |
| Admin fee / account holder | $9,997 | $10,751-7.0% | $7,890+26.7% | $11,601-13.8% |