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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 | $119,582 | $117,829+1.5% | $102,423+16.8% | $145,877-18.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.20% | 31.83%-16.6pp | 29.42%-14.2pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,500 | $3,615-58.5% | $3,023-50.4% | $4,663-67.8% |
| Participant deferral / active EE | $10,341 | $5,732+80.4% | $5,054+104.6% | $6,691+54.6% |
| Admin fee / account holder | $11,329 | $13,335-15.0% | $9,455+19.8% | $13,402-15.5% |