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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 | $127,794 | $117,829+8.5% | $102,423+24.8% | $145,877-12.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 31.83%-16.9pp | 29.42%-14.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $6,022 | $3,615+66.6% | $3,023+99.2% | $4,663+29.1% |
| Participant deferral / active EE | $6,529 | $5,732+13.9% | $5,054+29.2% | $6,691-2.4% |
| Admin fee / account holder | $688 | $13,335-94.8% | $9,455-92.7% | $13,402-94.9% |