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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 | $149,625 | $124,980+19.7% | $108,359+38.1% | $154,746-3.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.04% | 45.00%-35.0pp | 36.89%-26.9pp | 172.34%-162.3pp |
| Employer contribution / active EE | $4,866 | $2,851+70.7% | $2,399+102.8% | $4,379+11.1% |
| Participant deferral / active EE | $8,957 | $4,743+88.8% | $4,137+116.5% | $6,730+33.1% |
| Admin fee / account holder | $1,282 | $11,502-88.9% | $9,741-86.8% | $14,365-91.1% |