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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 | $168,102 | $185,141-9.2% | $153,416+9.6% | $155,188+8.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 11.80% | 18.72%-6.9pp | 17.84%-6.0pp | 148.84%-137.0pp |
| Employer contribution / active EE | $8,392 | $4,489+86.9% | $3,764+123.0% | $4,248+97.6% |
| Participant deferral / active EE | $6,709 | $5,477+22.5% | $4,723+42.0% | $6,531+2.7% |
| Admin fee / account holder | $53,006 | $16,005+231.2% | $13,095+304.8% | $14,480+266.1% |