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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 | $145,937 | $106,247+37.4% | $96,515+51.2% | $139,466+4.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.83% | 38.47%-25.6pp | 35.73%-22.9pp | 373.66%-360.8pp |
| Employer contribution / active EE | $5,045 | $4,106+22.9% | $3,740+34.9% | $4,754+6.1% |
| Participant deferral / active EE | $15,841 | $5,456+190.4% | $4,880+224.6% | $6,712+136.0% |
| Admin fee / account holder | $3,860 | $7,885-51.0% | $6,735-42.7% | $11,409-66.2% |