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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 | $129,509 | $117,895+9.9% | $102,460+26.4% | $145,897-11.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.37% | 31.92%-17.6pp | 29.47%-15.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $5,953 | $3,619+64.5% | $3,025+96.8% | $4,663+27.7% |
| Participant deferral / active EE | $8,832 | $5,736+54.0% | $5,056+74.7% | $6,689+32.0% |
| Admin fee / account holder | $4,039 | $13,353-69.8% | $9,460-57.3% | $13,390-69.8% |