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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 | $128,710 | $113,338+13.6% | $94,993+35.5% | $147,586-12.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.55% | 20.80%-9.2pp | 27.14%-15.6pp | 578.59%-567.0pp |
| Employer contribution / active EE | $15,030 | $3,160+375.6% | $2,603+477.3% | $4,876+208.2% |
| Participant deferral / active EE | $2,845 | $3,777-24.7% | $3,317-14.2% | $5,439-47.7% |
| Admin fee / account holder | $945 | $6,063-84.4% | $4,960-80.9% | $10,886-91.3% |