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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 | $135,341 | $105,856+27.9% | $90,161+50.1% | $147,585-8.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.67% | 37.63%-24.0pp | 34.89%-21.2pp | 578.58%-564.9pp |
| Employer contribution / active EE | $1,903 | $4,126-53.9% | $3,318-42.7% | $4,876-61.0% |
| Participant deferral / active EE | $8,500 | $5,733+48.3% | $5,287+60.8% | $5,439+56.3% |
| Admin fee / account holder | $467 | $8,046-94.2% | $5,943-92.1% | $10,886-95.7% |