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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 | $140,637 | $108,882+29.2% | $96,754+45.4% | $154,746-9.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 10.74% | 98.39%-87.6pp | 82.04%-71.3pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,978 | $3,018-1.3% | $2,679+11.2% | $4,379-32.0% |
| Participant deferral / active EE | $7,825 | $5,323+47.0% | $4,758+64.5% | $6,730+16.3% |
| Admin fee / account holder | $462 | $10,200-95.5% | $8,905-94.8% | $14,365-96.8% |