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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 | $155,988 | $162,821-4.2% | $133,978+16.4% | $158,982-1.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.82% | 41.95%-33.1pp | 45.10%-36.3pp | 302.99%-294.2pp |
| Employer contribution / active EE | $12,709 | $4,976+155.4% | $3,919+224.3% | $4,763+166.8% |
| Participant deferral / active EE | $8,696 | $5,910+47.1% | $5,047+72.3% | $5,983+45.3% |
| Admin fee / account holder | $662 | $11,742-94.4% | $8,930-92.6% | $11,252-94.1% |