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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 | $131,003 | $132,634-1.2% | $115,768+13.2% | $137,256-4.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.48% | 160.70%-145.2pp | 100.46%-85.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $8,081 | $3,360+140.5% | $2,940+174.9% | $4,156+94.4% |
| Participant deferral / active EE | $24,749 | $5,619+340.5% | $4,917+403.4% | $6,407+286.3% |
| Admin fee / account holder | $309 | $15,028-97.9% | $12,439-97.5% | $12,270-97.5% |