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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 | $120,834 | $157,270-23.2% | $141,173-14.4% | $152,870-21.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.86% | 64.33%-44.5pp | 71.40%-51.5pp | 345.34%-325.5pp |
| Employer contribution / active EE | $6,771 | $5,261+28.7% | $4,735+43.0% | $4,763+42.2% |
| Participant deferral / active EE | $6,327 | $7,110-11.0% | $6,710-5.7% | $5,850+8.1% |
| Admin fee / account holder | $676 | $12,121-94.4% | $10,262-93.4% | $11,597-94.2% |