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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 | $149,275 | $156,616-4.7% | $133,346+11.9% | $198,609-24.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 13.55% | 44.25%-30.7pp | 36.85%-23.3pp | 202.70%-189.1pp |
| Employer contribution / active EE | $12,927 | $3,368+283.8% | $2,853+353.0% | $5,055+155.7% |
| Participant deferral / active EE | $13,697 | $4,920+178.4% | $4,332+216.2% | $6,977+96.3% |
| Admin fee / account holder | $6,707 | $17,468-61.6% | $14,264-53.0% | $19,030-64.8% |