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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 | $128,976 | $93,589+37.8% | $135,942-5.1% | $75,181+71.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.38% | 30.90%-13.5pp | 68.28%-50.9pp | 160.69%-143.3pp |
| Employer contribution / active EE | $2,908 | $3,537-17.8% | $4,858-40.1% | $2,671+8.9% |
| Participant deferral / active EE | $8,260 | $6,405+29.0% | $7,759+6.5% | $4,126+100.2% |
| Admin fee / account holder | $658 | $6,977-90.6% | $10,764-93.9% | $5,650-88.4% |