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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 | $145,129 | $141,004+2.9% | $112,273+29.3% | $139,466+4.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.54% | 32.75%-19.2pp | 30.23%-16.7pp | 373.66%-360.1pp |
| Employer contribution / active EE | $3,555 | $4,285-17.0% | $3,431+3.6% | $4,754-25.2% |
| Participant deferral / active EE | $10,365 | $5,878+76.3% | $4,800+115.9% | $6,712+54.4% |
| Admin fee / account holder | $2,639 | $9,959-73.5% | $7,752-66.0% | $11,409-76.9% |