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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 | $139,162 | $117,846+18.1% | $102,434+35.9% | $145,884-4.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.69% | 31.90%-16.2pp | 29.46%-13.8pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,749 | $3,615-23.9% | $3,023-9.1% | $4,662-41.0% |
| Participant deferral / active EE | $14,286 | $5,733+149.2% | $5,055+182.6% | $6,690+113.6% |
| Admin fee / account holder | $861 | $13,356-93.6% | $9,462-90.9% | $13,392-93.6% |