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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 | $141,250 | $114,013+23.9% | $103,693+36.2% | $155,188-9.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.02% | 49.31%-33.3pp | 47.61%-31.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $4,151 | $3,131+32.6% | $2,920+42.1% | $4,248-2.3% |
| Participant deferral / active EE | $8,302 | $4,970+67.1% | $4,579+81.3% | $6,531+27.1% |
| Admin fee / account holder | $481 | $8,407-94.3% | $7,858-93.9% | $14,480-96.7% |