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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 | $149,095 | $149,741-0.4% | $118,914+25.4% | $158,982-6.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.92% | 19.94%-12.0pp | 35.89%-28.0pp | 302.99%-295.1pp |
| Employer contribution / active EE | $7,336 | $4,119+78.1% | $3,264+124.7% | $4,763+54.0% |
| Participant deferral / active EE | $19,308 | $5,226+269.5% | $4,266+352.6% | $5,983+222.7% |
| Admin fee / account holder | $1,446 | $8,607-83.2% | $6,582-78.0% | $11,252-87.1% |