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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 | $131,161 | $115,917+13.2% | $100,535+30.5% | $158,982-17.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.47% | 34.80%-13.3pp | 30.90%-9.4pp | 302.99%-281.5pp |
| Employer contribution / active EE | $9,313 | $4,105+126.8% | $3,419+172.4% | $4,763+95.5% |
| Participant deferral / active EE | $10,296 | $6,677+54.2% | $6,271+64.2% | $5,983+72.1% |
| Admin fee / account holder | $1,653 | $11,002-85.0% | $8,085-79.6% | $11,252-85.3% |