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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 | $146,284 | $118,708+23.2% | $98,920+47.9% | $158,966-8.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.98% | 372.49%-359.5pp | 196.47%-183.5pp | 302.95%-290.0pp |
| Employer contribution / active EE | $3,406 | $3,334+2.2% | $2,689+26.6% | $4,762-28.5% |
| Participant deferral / active EE | $8,425 | $5,089+65.5% | $4,245+98.5% | $5,983+40.8% |
| Admin fee / account holder | $775 | $10,134-92.4% | $6,643-88.3% | $11,250-93.1% |