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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 | $144,494 | $100,279+44.1% | $81,353+77.6% | $145,884-1.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.86% | 34.49%-20.6pp | 24.82%-11.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,460 | $2,979-17.4% | $2,464-0.2% | $4,662-47.2% |
| Participant deferral / active EE | $6,055 | $4,611+31.3% | $3,885+55.9% | $6,690-9.5% |
| Admin fee / account holder | $727 | $8,206-91.1% | $5,766-87.4% | $13,392-94.6% |