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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 | $164,063 | $117,895+39.2% | $102,460+60.1% | $145,897+12.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.98% | 31.92%-20.9pp | 29.47%-18.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,986 | $3,619+37.8% | $3,025+64.8% | $4,663+6.9% |
| Participant deferral / active EE | $8,922 | $5,736+55.5% | $5,056+76.4% | $6,689+33.4% |
| Admin fee / account holder | $48,201 | $13,353+261.0% | $9,460+409.5% | $13,390+260.0% |