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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 | $131,876 | $154,209-14.5% | $130,062+1.4% | $139,487-5.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.87% | 32.52%-10.6pp | -137.37%+159.2pp | 373.84%-352.0pp |
| Employer contribution / active EE | $4,917 | $5,292-7.1% | $4,322+13.8% | $4,755+3.4% |
| Participant deferral / active EE | $12,551 | $6,709+87.1% | $5,821+115.6% | $6,713+87.0% |
| Admin fee / account holder | $1,914 | $13,988-86.3% | $10,601-81.9% | $11,407-83.2% |