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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 | $137,714 | $106,247+29.6% | $96,515+42.7% | $139,466-1.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.24% | 38.47%-24.2pp | 35.73%-21.5pp | 373.66%-359.4pp |
| Employer contribution / active EE | $3,266 | $4,106-20.5% | $3,740-12.7% | $4,754-31.3% |
| Participant deferral / active EE | $13,934 | $5,456+155.4% | $4,880+185.5% | $6,712+107.6% |
| Admin fee / account holder | $14,072 | $7,885+78.5% | $6,735+108.9% | $11,409+23.3% |