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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 | $143,839 | $117,846+22.1% | $102,434+40.4% | $145,884-1.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.38% | 31.90%-21.5pp | 29.46%-19.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $28,330 | $3,615+683.7% | $3,023+837.1% | $4,662+507.6% |
| Participant deferral / active EE | $16,480 | $5,733+187.4% | $5,055+226.0% | $6,690+146.4% |
| Admin fee / account holder | $1,213 | $13,356-90.9% | $9,462-87.2% | $13,392-90.9% |