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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 | $140,964 | $107,363+31.3% | $92,909+51.7% | $152,897-7.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.13% | 145.63%-132.5pp | 109.44%-96.3pp | 345.43%-332.3pp |
| Employer contribution / active EE | $2,587 | $4,222-38.7% | $3,653-29.2% | $4,764-45.7% |
| Participant deferral / active EE | $15,326 | $4,848+216.1% | $4,238+261.6% | $5,851+161.9% |
| Admin fee / account holder | $1,801 | $7,082-74.6% | $5,795-68.9% | $11,599-84.5% |