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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 | $131,134 | $105,864+23.9% | $90,162+45.4% | $147,585-11.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.53% | 37.63%-26.1pp | 34.88%-23.3pp | 578.57%-567.0pp |
| Employer contribution / active EE | $3,694 | $4,126-10.5% | $3,318+11.3% | $4,876-24.3% |
| Participant deferral / active EE | $7,520 | $5,733+31.2% | $5,287+42.2% | $5,439+38.3% |
| Admin fee / account holder | $3,004 | $8,046-62.7% | $5,943-49.4% | $10,885-72.4% |