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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 | $156,351 | $110,307+41.7% | $96,576+61.9% | $139,456+12.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.96% | 26.40%-10.4pp | 25.87%-9.9pp | 373.45%-357.5pp |
| Employer contribution / active EE | $3,758 | $3,619+3.8% | $2,965+26.7% | $4,753-20.9% |
| Participant deferral / active EE | $12,139 | $5,547+118.8% | $4,851+150.2% | $6,711+80.9% |
| Admin fee / account holder | $1,378 | $11,597-88.1% | $8,253-83.3% | $11,407-87.9% |