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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 | $128,891 | $108,912+18.3% | $100,383+28.4% | $145,959-11.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.30% | 57.96%-44.7pp | 49.26%-36.0pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,083 | $4,423-30.3% | $3,944-21.8% | $4,661-33.8% |
| Participant deferral / active EE | $8,339 | $8,451-1.3% | $8,086+3.1% | $6,689+24.7% |
| Admin fee / account holder | $1,628 | $9,690-83.2% | $7,900-79.4% | $13,398-87.8% |