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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 | $206,372 | $157,304+31.2% | $141,197+46.2% | $152,909+35.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.38% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $4,846 | $5,263-7.9% | $4,736+2.3% | $4,764+1.7% |
| Participant deferral / active EE | $5,191 | $7,111-27.0% | $6,710-22.6% | $5,851-11.3% |
| Admin fee / account holder | $454 | $12,126-96.3% | $10,265-95.6% | $11,601-96.1% |