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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 | $131,933 | $147,556-10.6% | $129,031+2.2% | $198,609-33.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 15.22% | 37.41%-22.2pp | 34.67%-19.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $9,852 | $3,645+170.3% | $3,226+205.4% | $5,055+94.9% |
| Participant deferral / active EE | $15,492 | $5,760+169.0% | $5,217+197.0% | $6,977+122.1% |
| Admin fee / account holder | $35,806 | $15,467+131.5% | $13,208+171.1% | $19,030+88.2% |