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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 | $117,829+18.4% | $102,423+36.2% | $145,877-4.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.45% | 31.83%-21.4pp | 29.42%-19.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $12,284 | $3,615+239.8% | $3,023+306.3% | $4,663+163.4% |
| Participant deferral / active EE | $4,176 | $5,732-27.2% | $5,054-17.4% | $6,691-37.6% |
| Admin fee / account holder | $1,296 | $13,335-90.3% | $9,455-86.3% | $13,402-90.3% |