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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 | $100,125+44.3% | $81,482+77.3% | $145,978-1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.86% | 34.44%-20.6pp | 24.79%-10.9pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,460 | $2,977-17.4% | $2,463-0.1% | $4,662-47.2% |
| Participant deferral / active EE | $6,055 | $4,609+31.4% | $3,885+55.9% | $6,690-9.5% |
| Admin fee / account holder | $727 | $8,198-91.1% | $5,761-87.4% | $13,400-94.6% |