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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 | $153,230 | $176,402-13.1% | $134,162+14.2% | $158,966-3.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.29% | 63.66%-53.4pp | 36.35%-26.1pp | 302.95%-292.7pp |
| Employer contribution / active EE | $6,869 | $5,042+36.2% | $3,705+85.4% | $4,762+44.2% |
| Participant deferral / active EE | $6,743 | $4,093+64.8% | $3,500+92.7% | $5,983+12.7% |
| Admin fee / account holder | $547 | $8,719-93.7% | $6,685-91.8% | $11,250-95.1% |