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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 | $123,053 | $115,814+6.3% | $101,275+21.5% | $158,982-22.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.79% | 56.16%-42.4pp | 46.48%-32.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,058 | $4,176-74.7% | $3,660-71.1% | $4,763-77.8% |
| Participant deferral / active EE | $6,360 | $4,958+28.3% | $4,371+45.5% | $5,983+6.3% |
| Admin fee / account holder | $825 | $7,249-88.6% | $5,948-86.1% | $11,252-92.7% |