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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 | $114,107 | $117,846-3.2% | $102,434+11.4% | $145,884-21.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 31.90%-20.0pp | 29.46%-17.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,924 | $3,615-46.8% | $3,023-36.3% | $4,662-58.7% |
| Participant deferral / active EE | $3,973 | $5,733-30.7% | $5,055-21.4% | $6,690-40.6% |
| Admin fee / account holder | $1,157 | $13,356-91.3% | $9,462-87.8% | $13,392-91.4% |