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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 | $130,723 | $110,337+18.5% | $102,383+27.7% | $145,877-10.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $16,226 | $4,216+284.9% | $3,870+319.2% | $4,663+248.0% |
| Participant deferral / active EE | $10,083 | $5,621+79.4% | $5,060+99.3% | $6,691+50.7% |
| Admin fee / account holder | $8,333 | $9,750-14.5% | $8,391-0.7% | $13,402-37.8% |