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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 | $149,796 | $72,071+107.8% | $68,368+119.1% | $137,256+9.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.42% | 353.14%-337.7pp | 292.57%-277.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,761 | $2,788-1.0% | $2,649+4.2% | $4,156-33.6% |
| Participant deferral / active EE | $4,300 | $4,410-2.5% | $4,123+4.3% | $6,407-32.9% |
| Admin fee / account holder | $620 | $5,336-88.4% | $5,150-88.0% | $12,270-94.9% |