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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 | $113,858 | $117,895-3.4% | $102,460+11.1% | $145,897-22.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.85% | 31.92%-17.1pp | 29.47%-14.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,720 | $3,619-24.9% | $3,025-10.1% | $4,663-41.7% |
| Participant deferral / active EE | $9,313 | $5,736+62.4% | $5,056+84.2% | $6,689+39.2% |
| Admin fee / account holder | $863 | $13,353-93.5% | $9,460-90.9% | $13,390-93.6% |