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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 | $146,235 | $154,209-5.2% | $130,062+12.4% | $139,487+4.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.90% | 32.52%-15.6pp | -137.37%+154.3pp | 373.84%-356.9pp |
| Employer contribution / active EE | $10,991 | $5,292+107.7% | $4,322+154.3% | $4,755+131.2% |
| Participant deferral / active EE | $8,582 | $6,709+27.9% | $5,821+47.4% | $6,713+27.8% |
| Admin fee / account holder | $1,068 | $13,988-92.4% | $10,601-89.9% | $11,407-90.6% |