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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 | $145,112 | $127,387+13.9% | $115,038+26.1% | $125,389+15.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.33% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $14,947 | $5,166+189.3% | $4,608+224.4% | $4,866+207.2% |
| Participant deferral / active EE | $3,333 | $6,423-48.1% | $6,026-44.7% | $5,352-37.7% |
| Admin fee / account holder | $619 | $9,516-93.5% | $8,175-92.4% | $9,541-93.5% |