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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 | $94,131 | $100,125-6.0% | $81,482+15.5% | $145,978-35.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.93% | 34.44%-23.5pp | 24.79%-13.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $9,975 | $2,977+235.0% | $2,463+305.0% | $4,662+114.0% |
| Participant deferral / active EE | $9,567 | $4,609+107.6% | $3,885+146.3% | $6,690+43.0% |
| Admin fee / account holder | $23,465 | $8,198+186.2% | $5,761+307.3% | $13,400+75.1% |