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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 | $189,679 | $124,980+51.8% | $108,359+75.0% | $154,746+22.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.46% | 45.00%-34.5pp | 36.89%-26.4pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,148 | $2,851-24.7% | $2,399-10.5% | $4,379-51.0% |
| Participant deferral / active EE | $10,693 | $4,743+125.5% | $4,137+158.5% | $6,730+58.9% |
| Admin fee / account holder | $4,385 | $11,502-61.9% | $9,741-55.0% | $14,365-69.5% |