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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 | $131,152 | $117,895+11.2% | $102,460+28.0% | $145,897-10.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 31.92%-18.4pp | 29.47%-16.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,971 | $3,619-45.5% | $3,025-34.8% | $4,663-57.7% |
| Participant deferral / active EE | $9,357 | $5,736+63.1% | $5,056+85.1% | $6,689+39.9% |
| Admin fee / account holder | $7,328 | $13,353-45.1% | $9,460-22.5% | $13,390-45.3% |