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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 | $128,580 | $110,410+16.5% | $102,437+25.5% | $145,897-11.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.59% | 24.85%-5.3pp | 24.95%-5.4pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,904 | $4,217-54.8% | $3,871-50.8% | $4,663-59.2% |
| Participant deferral / active EE | $11,865 | $5,622+111.1% | $5,060+134.5% | $6,689+77.4% |
| Admin fee / account holder | $748 | $9,745-92.3% | $8,388-91.1% | $13,390-94.4% |