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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 | $130,387 | $162,812-19.9% | $133,971-2.7% | $158,966-18.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.02% | 41.94%-21.9pp | 45.09%-25.1pp | 302.95%-282.9pp |
| Employer contribution / active EE | $11,569 | $4,976+132.5% | $3,919+195.2% | $4,762+142.9% |
| Participant deferral / active EE | $8,286 | $5,910+40.2% | $5,047+64.2% | $5,983+38.5% |
| Admin fee / account holder | $1,064 | $11,741-90.9% | $8,929-88.1% | $11,250-90.5% |