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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 | $144,990 | $97,765+48.3% | $103,486+40.1% | $145,884-0.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 25.44%-15.0pp | 23.93%-13.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $4,755 | $4,687+1.5% | $4,679+1.6% | $4,662+2.0% |
| Participant deferral / active EE | $11,648 | $6,606+76.3% | $6,628+75.7% | $6,690+74.1% |
| Admin fee / account holder | $785 | $12,505-93.7% | $9,354-91.6% | $13,392-94.1% |