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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 | $144,074 | $103,393+39.3% | $87,103+65.4% | $152,909-5.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.46% | 28.10%-10.6pp | 28.19%-10.7pp | 345.46%-328.0pp |
| Employer contribution / active EE | $3,474 | $3,221+7.9% | $2,521+37.8% | $4,764-27.1% |
| Participant deferral / active EE | $8,293 | $4,778+73.5% | $4,049+104.8% | $5,851+41.7% |
| Admin fee / account holder | $1,227 | $12,195-89.9% | $7,491-83.6% | $11,601-89.4% |