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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 | $165,638 | $117,904+40.5% | $102,457+61.7% | $145,978+13.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.46% | 31.80%-21.3pp | 29.41%-18.9pp | 550.52%-540.1pp |
| Employer contribution / active EE | $9,396 | $3,613+160.0% | $3,022+210.9% | $4,662+101.6% |
| Participant deferral / active EE | $10,436 | $5,733+82.0% | $5,054+106.5% | $6,690+56.0% |
| Admin fee / account holder | $180,983 | $13,329+1257.8% | $9,451+1814.9% | $13,400+1250.6% |