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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 | $134,224 | $152,619-12.1% | $125,195+7.2% | $152,909-12.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.73% | 54.85%-36.1pp | 43.79%-25.1pp | 345.46%-326.7pp |
| Employer contribution / active EE | $5,269 | $4,947+6.5% | $3,866+36.3% | $4,764+10.6% |
| Participant deferral / active EE | $25,242 | $5,869+330.1% | $4,937+411.2% | $5,851+331.4% |
| Admin fee / account holder | $1,792 | $13,437-86.7% | $9,704-81.5% | $11,601-84.5% |