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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 | $144,511 | $110,379+30.9% | $102,412+41.1% | $145,884-0.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.96% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $15,714 | $4,216+272.7% | $3,870+306.1% | $4,662+237.1% |
| Participant deferral / active EE | $2,229 | $5,622-60.4% | $5,060-56.0% | $6,690-66.7% |
| Admin fee / account holder | $3,494 | $9,745-64.1% | $8,388-58.3% | $13,392-73.9% |