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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 | $114,506 | $162,812-29.7% | $133,971-14.5% | $158,966-28.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.67% | 41.94%-36.3pp | 45.09%-39.4pp | 302.95%-297.3pp |
| Employer contribution / active EE | $6,837 | $4,976+37.4% | $3,919+74.5% | $4,762+43.6% |
| Participant deferral / active EE | $3,847 | $5,910-34.9% | $5,047-23.8% | $5,983-35.7% |
| Admin fee / account holder | $349 | $11,741-97.0% | $8,929-96.1% | $11,250-96.9% |