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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 | $123,169 | $107,368+14.7% | $92,915+32.6% | $152,909-19.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.42% | 145.64%-123.2pp | 109.45%-87.0pp | 345.46%-323.0pp |
| Employer contribution / active EE | $2,028 | $4,222-52.0% | $3,653-44.5% | $4,764-57.4% |
| Participant deferral / active EE | $4,383 | $4,848-9.6% | $4,238+3.4% | $5,851-25.1% |
| Admin fee / account holder | $586 | $7,082-91.7% | $5,796-89.9% | $11,601-94.9% |