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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 | $139,756 | $162,785-14.1% | $133,959+4.3% | $158,950-12.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.02% | 41.94%-24.9pp | 45.09%-28.1pp | 302.91%-285.9pp |
| Employer contribution / active EE | $20,041 | $4,975+302.8% | $3,919+411.4% | $4,762+320.8% |
| Participant deferral / active EE | $23,500 | $5,910+297.6% | $5,047+365.6% | $5,983+292.8% |
| Admin fee / account holder | $449 | $11,738-96.2% | $8,928-95.0% | $11,248-96.0% |