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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 | $137,194 | $105,856+29.6% | $90,161+52.2% | $147,585-7.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.84% | 37.63%-16.8pp | 34.89%-14.0pp | 578.58%-557.7pp |
| Employer contribution / active EE | $3,385 | $4,126-18.0% | $3,318+2.0% | $4,876-30.6% |
| Participant deferral / active EE | $8,125 | $5,733+41.7% | $5,287+53.7% | $5,439+49.4% |
| Admin fee / account holder | $403 | $8,046-95.0% | $5,943-93.2% | $10,886-96.3% |