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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 | $125,759 | $124,336+1.1% | $111,303+13.0% | $167,518-24.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.15% | 37.45%-18.3pp | 54.66%-35.5pp | 478.71%-459.6pp |
| Employer contribution / active EE | $3,595 | $3,436+4.6% | $2,731+31.6% | $4,838-25.7% |
| Participant deferral / active EE | $4,100 | $5,181-20.9% | $4,487-8.6% | $6,342-35.4% |
| Admin fee / account holder | $1,259 | $10,623-88.1% | $7,966-84.2% | $12,312-89.8% |