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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 | $137,146 | $127,298+7.7% | $109,916+24.8% | $167,553-18.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.61% | 22.97%-14.4pp | 29.46%-20.8pp | 478.89%-470.3pp |
| Employer contribution / active EE | $7,206 | $3,325+116.7% | $2,844+153.4% | $4,840+48.9% |
| Participant deferral / active EE | $2,829 | $4,513-37.3% | $4,047-30.1% | $6,343-55.4% |
| Admin fee / account holder | $685 | $7,119-90.4% | $6,069-88.7% | $12,316-94.4% |