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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 | $133,364 | $105,856+26.0% | $90,161+47.9% | $147,586-9.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.63% | 37.63%-23.0pp | 34.89%-20.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $4,052 | $4,126-1.8% | $3,318+22.1% | $4,876-16.9% |
| Participant deferral / active EE | $4,710 | $5,733-17.8% | $5,287-10.9% | $5,439-13.4% |
| Admin fee / account holder | $11,490 | $8,046+42.8% | $5,943+93.3% | $10,886+5.6% |