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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 | $144,394 | $162,821-11.3% | $133,978+7.8% | $158,982-9.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.70% | 41.95%-27.3pp | 45.10%-30.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $13,868 | $4,976+178.7% | $3,919+253.9% | $4,763+191.2% |
| Participant deferral / active EE | $12,470 | $5,910+111.0% | $5,047+147.1% | $5,983+108.4% |
| Admin fee / account holder | $1,238 | $11,742-89.5% | $8,930-86.1% | $11,252-89.0% |