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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 | $120,872 | $162,785-25.7% | $133,959-9.8% | $158,950-24.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.51% | 41.94%-30.4pp | 45.09%-33.6pp | 302.91%-291.4pp |
| Employer contribution / active EE | $10,039 | $4,975+101.8% | $3,919+156.2% | $4,762+110.8% |
| Participant deferral / active EE | $8,488 | $5,910+43.6% | $5,047+68.2% | $5,983+41.9% |
| Admin fee / account holder | $1,199 | $11,738-89.8% | $8,928-86.6% | $11,248-89.3% |