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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 | $117,829+7.9% | $102,423+24.2% | $145,877-12.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.31% | 31.83%-20.5pp | 29.42%-18.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $9,828 | $3,615+171.9% | $3,023+225.1% | $4,663+110.8% |
| Participant deferral / active EE | $9,519 | $5,732+66.1% | $5,054+88.3% | $6,691+42.3% |
| Admin fee / account holder | $1,146 | $13,335-91.4% | $9,455-87.9% | $13,402-91.4% |