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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 | $124,855 | $127,273-1.9% | $109,895+13.6% | $167,518-25.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.64% | 22.97%-8.3pp | 29.46%-14.8pp | 478.71%-464.1pp |
| Employer contribution / active EE | $4,344 | $3,324+30.7% | $2,843+52.8% | $4,838-10.2% |
| Participant deferral / active EE | $4,087 | $4,515-9.5% | $4,049+0.9% | $6,342-35.6% |
| Admin fee / account holder | $350 | $7,117-95.1% | $6,067-94.2% | $12,312-97.2% |