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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 | $148,162 | $110,410+34.2% | $102,437+44.6% | $145,897+1.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.64% | 24.85%-6.2pp | 24.95%-6.3pp | 552.29%-533.6pp |
| Employer contribution / active EE | $4,980 | $4,217+18.1% | $3,871+28.7% | $4,663+6.8% |
| Participant deferral / active EE | $13,790 | $5,622+145.3% | $5,060+172.5% | $6,689+106.1% |
| Admin fee / account holder | $3,279 | $9,745-66.3% | $8,388-60.9% | $13,390-75.5% |