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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 | $131,671 | $107,368+22.6% | $92,915+41.7% | $152,909-13.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.59% | 145.64%-131.0pp | 109.45%-94.9pp | 345.46%-330.9pp |
| Employer contribution / active EE | $4,329 | $4,222+2.5% | $3,653+18.5% | $4,764-9.1% |
| Participant deferral / active EE | $12,250 | $4,848+152.7% | $4,238+189.0% | $5,851+109.4% |
| Admin fee / account holder | $1,718 | $7,082-75.7% | $5,796-70.4% | $11,601-85.2% |