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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 | $131,906 | $134,817-2.2% | $123,973+6.4% | $155,188-15.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.38% | 515.49%-501.1pp | 388.13%-373.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,593 | $4,425-64.0% | $4,126-61.4% | $4,248-62.5% |
| Participant deferral / active EE | $12,479 | $5,706+118.7% | $5,247+137.8% | $6,531+91.1% |
| Admin fee / account holder | $1,058 | $13,245-92.0% | $11,799-91.0% | $14,480-92.7% |