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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 | $145,731 | $117,444+24.1% | $99,479+46.5% | $152,909-4.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.68% | 31.87%-13.2pp | 30.72%-12.0pp | 345.46%-326.8pp |
| Employer contribution / active EE | $4,734 | $3,014+57.1% | $2,540+86.3% | $4,764-0.6% |
| Participant deferral / active EE | $2,696 | $4,086-34.0% | $3,619-25.5% | $5,851-53.9% |
| Admin fee / account holder | $477 | $7,635-93.8% | $6,253-92.4% | $11,601-95.9% |