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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 | $144,815 | $127,386+13.7% | $115,037+25.9% | $125,388+15.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.89% | 31.28%-34.2pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $12,368 | $5,166+139.4% | $4,608+168.4% | $4,866+154.2% |
| Participant deferral / active EE | $10,805 | $6,423+68.2% | $6,026+79.3% | $5,352+101.9% |
| Admin fee / account holder | $1,605 | $9,516-83.1% | $8,175-80.4% | $9,541-83.2% |