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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 | $139,509 | $117,895+18.3% | $102,460+36.2% | $145,897-4.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.45% | 31.92%-21.5pp | 29.47%-19.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $12,284 | $3,619+239.4% | $3,025+306.1% | $4,663+163.5% |
| Participant deferral / active EE | $4,176 | $5,736-27.2% | $5,056-17.4% | $6,689-37.6% |
| Admin fee / account holder | $1,296 | $13,353-90.3% | $9,460-86.3% | $13,390-90.3% |