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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 | $142,029 | $103,387+37.4% | $87,102+63.1% | $152,885-7.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.34% | 28.10%-10.8pp | 28.19%-10.8pp | 345.39%-328.0pp |
| Employer contribution / active EE | $1,145 | $3,221-64.4% | $2,521-54.6% | $4,763-76.0% |
| Participant deferral / active EE | $7,402 | $4,778+54.9% | $4,048+82.8% | $5,851+26.5% |
| Admin fee / account holder | $752 | $12,193-93.8% | $7,491-90.0% | $11,598-93.5% |