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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 | $155,176 | $110,379+40.6% | $102,412+51.5% | $145,884+6.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.29% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $4,375 | $4,216+3.8% | $3,870+13.1% | $4,662-6.2% |
| Participant deferral / active EE | $12,258 | $5,622+118.0% | $5,060+142.2% | $6,690+83.2% |
| Admin fee / account holder | $1,454 | $9,745-85.1% | $8,388-82.7% | $13,392-89.1% |