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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 | $135,523 | $109,372+23.9% | $89,414+51.6% | $158,966-14.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.19% | 345.55%-334.4pp | 245.50%-234.3pp | 302.95%-291.8pp |
| Employer contribution / active EE | $2,646 | $3,171-16.6% | $2,586+2.3% | $4,762-44.5% |
| Participant deferral / active EE | $17,460 | $4,598+279.7% | $3,890+348.9% | $5,983+191.8% |
| Admin fee / account holder | $309 | $6,156-95.0% | $4,883-93.7% | $11,250-97.3% |