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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 | $137,073 | $81,664+67.9% | $70,476+94.5% | $158,966-13.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.41% | 208.59%-195.2pp | 109.12%-95.7pp | 302.95%-289.5pp |
| Employer contribution / active EE | $2,976 | $3,219-7.6% | $2,738+8.7% | $4,762-37.5% |
| Participant deferral / active EE | $8,777 | $4,556+92.6% | $3,710+136.6% | $5,983+46.7% |
| Admin fee / account holder | $451 | $6,197-92.7% | $3,847-88.3% | $11,250-96.0% |