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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 | $116,175+28.2% | $93,609+59.1% | $152,870-2.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.57% | 35.96%-14.4pp | 32.76%-11.2pp | 345.34%-323.8pp |
| Employer contribution / active EE | $4,170 | $3,218+29.6% | $2,718+53.4% | $4,763-12.4% |
| Participant deferral / active EE | $10,417 | $4,603+126.3% | $4,069+156.0% | $5,850+78.0% |
| Admin fee / account holder | $9,997 | $10,748-7.0% | $7,889+26.7% | $11,597-13.8% |