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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 | $117,829+39.2% | $102,423+60.2% | $145,877+12.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.98% | 31.83%-20.9pp | 29.42%-18.4pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,986 | $3,615+37.9% | $3,023+64.9% | $4,663+6.9% |
| Participant deferral / active EE | $8,922 | $5,732+55.6% | $5,054+76.5% | $6,691+33.3% |
| Admin fee / account holder | $48,201 | $13,335+261.5% | $9,455+409.8% | $13,402+259.6% |