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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 | $138,456 | $105,929+30.7% | $81,716+69.4% | $158,966-12.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 6.31% | 38.19%-31.9pp | 29.49%-23.2pp | 302.95%-296.6pp |
| Employer contribution / active EE | $8,630 | $7,802+10.6% | $4,310+100.2% | $4,762+81.2% |
| Participant deferral / active EE | $8,505 | $13,007-34.6% | $7,108+19.7% | $5,983+42.1% |
| Admin fee / account holder | $9,892 | $8,492+16.5% | $5,159+91.7% | $11,250-12.1% |