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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 | $142,219 | $117,895+20.6% | $102,460+38.8% | $145,897-2.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.30% | 31.92%-22.6pp | 29.47%-20.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $3,263 | $3,619-9.8% | $3,025+7.9% | $4,663-30.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $846 | $13,353-93.7% | $9,460-91.1% | $13,390-93.7% |