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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 | $111,814+15.0% | $103,374+24.4% | $145,959-11.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.59% | 24.77%-5.2pp | 24.89%-5.3pp | 561.95%-542.4pp |
| Employer contribution / active EE | $1,904 | $4,214-54.8% | $3,869-50.8% | $4,661-59.1% |
| Participant deferral / active EE | $11,865 | $5,618+111.2% | $5,058+134.6% | $6,689+77.4% |
| Admin fee / account holder | $748 | $9,754-92.3% | $8,394-91.1% | $13,398-94.4% |