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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 | $126,068 | $110,337+14.3% | $102,383+23.1% | $145,877-13.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 24.83%-13.0pp | 24.94%-13.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $6,124 | $4,216+45.3% | $3,870+58.2% | $4,663+31.3% |
| Participant deferral / active EE | $3,888 | $5,621-30.8% | $5,060-23.2% | $6,691-41.9% |
| Admin fee / account holder | $11,942 | $9,750+22.5% | $8,391+42.3% | $13,402-10.9% |