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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 | $143,330 | $110,379+29.9% | $102,412+40.0% | $145,884-1.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.74% | 24.84%-8.1pp | 24.94%-8.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $5,210 | $4,216+23.6% | $3,870+34.6% | $4,662+11.7% |
| Participant deferral / active EE | $7,800 | $5,622+38.7% | $5,060+54.1% | $6,690+16.6% |
| Admin fee / account holder | $981 | $9,745-89.9% | $8,388-88.3% | $13,392-92.7% |