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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 | $154,272 | $116,190+32.8% | $93,614+64.8% | $152,885+0.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.63% | 35.96%-17.3pp | 32.76%-14.1pp | 345.39%-326.8pp |
| Employer contribution / active EE | $3,417 | $3,219+6.2% | $2,718+25.7% | $4,763-28.3% |
| Participant deferral / active EE | $13,258 | $4,604+188.0% | $4,069+225.8% | $5,851+126.6% |
| Admin fee / account holder | $550 | $10,749-94.9% | $7,889-93.0% | $11,598-95.3% |