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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 | $186,471 | $117,895+58.2% | $102,460+82.0% | $145,897+27.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 31.92%-21.5pp | 29.47%-19.0pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,882 | $3,619+7.3% | $3,025+28.3% | $4,663-16.7% |
| Participant deferral / active EE | $11,918 | $5,736+107.8% | $5,056+135.7% | $6,689+78.2% |
| Admin fee / account holder | $1,685 | $13,353-87.4% | $9,460-82.2% | $13,390-87.4% |