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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 | $149,532 | $107,363+39.3% | $92,909+60.9% | $152,897-2.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.93% | 145.63%-121.7pp | 109.44%-85.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $4,012 | $4,222-5.0% | $3,653+9.8% | $4,764-15.8% |
| Participant deferral / active EE | $8,595 | $4,848+77.3% | $4,238+102.8% | $5,851+46.9% |
| Admin fee / account holder | $505 | $7,082-92.9% | $5,795-91.3% | $11,599-95.6% |