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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 | $134,166 | $121,701+10.2% | $104,639+28.2% | $158,982-15.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.58% | 465.72%-452.1pp | 340.67%-327.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $4,266 | $3,165+34.8% | $2,682+59.1% | $4,763-10.4% |
| Participant deferral / active EE | $4,158 | $4,176-0.4% | $3,738+11.2% | $5,983-30.5% |
| Admin fee / account holder | $520 | $7,778-93.3% | $6,465-92.0% | $11,252-95.4% |