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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 | $145,991 | $157,296-7.2% | $141,191+3.4% | $152,897-4.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.63% | 64.34%-44.7pp | 71.41%-51.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $3,850 | $5,262-26.8% | $4,736-18.7% | $4,764-19.2% |
| Participant deferral / active EE | $10,658 | $7,111+49.9% | $6,710+58.8% | $5,851+82.2% |
| Admin fee / account holder | $475 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |