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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 | $144,736 | $183,592-21.2% | $155,574-7.0% | $145,877-0.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,461 | $5,317-53.7% | $4,676-47.4% | $4,663-47.2% |
| Participant deferral / active EE | $13,836 | $6,466+114.0% | $5,629+145.8% | $6,691+106.8% |
| Admin fee / account holder | $1,290 | $19,316-93.3% | $15,914-91.9% | $13,402-90.4% |