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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 | $139,649 | $106,247+31.4% | $96,515+44.7% | $139,466+0.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.28% | 38.47%-27.2pp | 35.73%-24.5pp | 373.66%-362.4pp |
| Employer contribution / active EE | $8,479 | $4,106+106.5% | $3,740+126.7% | $4,754+78.4% |
| Participant deferral / active EE | $4,624 | $5,456-15.3% | $4,880-5.2% | $6,712-31.1% |
| Admin fee / account holder | $887 | $7,885-88.7% | $6,735-86.8% | $11,409-92.2% |