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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 | $130,454 | $152,587-14.5% | $125,175+4.2% | $152,870-14.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.39% | 54.84%-27.5pp | 43.79%-16.4pp | 345.34%-318.0pp |
| Employer contribution / active EE | $3,792 | $4,946-23.3% | $3,865-1.9% | $4,763-20.4% |
| Participant deferral / active EE | $10,611 | $5,868+80.8% | $4,937+114.9% | $5,850+81.4% |
| Admin fee / account holder | $3,769 | $13,434-71.9% | $9,702-61.2% | $11,597-67.5% |