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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 | $127,189 | $117,895+7.9% | $102,460+24.1% | $145,897-12.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.31% | 31.92%-20.6pp | 29.47%-18.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $9,828 | $3,619+171.6% | $3,025+224.9% | $4,663+110.8% |
| Participant deferral / active EE | $9,519 | $5,736+65.9% | $5,056+88.3% | $6,689+42.3% |
| Admin fee / account holder | $1,146 | $13,353-91.4% | $9,460-87.9% | $13,390-91.4% |