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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 | $112,208 | $125,237-10.4% | $105,608+6.2% | $145,877-23.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.42% | 225.76%-214.3pp | 116.50%-105.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $8,911 | $3,720+139.5% | $3,167+181.4% | $4,663+91.1% |
| Participant deferral / active EE | $4,988 | $5,711-12.7% | $5,010-0.4% | $6,691-25.4% |
| Admin fee / account holder | $12,372 | $17,287-28.4% | $11,028+12.2% | $13,402-7.7% |