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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 | $140,391 | $117,829+19.1% | $102,423+37.1% | $145,877-3.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 31.83%-16.1pp | 29.42%-13.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $5,299 | $3,615+46.6% | $3,023+75.3% | $4,663+13.6% |
| Participant deferral / active EE | $12,792 | $5,732+123.2% | $5,054+153.1% | $6,691+91.2% |
| Admin fee / account holder | $1,226 | $13,335-90.8% | $9,455-87.0% | $13,402-90.9% |