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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 | $139,787 | $124,346+12.4% | $111,306+25.6% | $167,553-16.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.42% | 37.46%-25.0pp | 54.67%-42.3pp | 478.89%-466.5pp |
| Employer contribution / active EE | $1,440 | $3,438-58.1% | $2,732-47.3% | $4,840-70.2% |
| Participant deferral / active EE | $4,262 | $5,182-17.8% | $4,488-5.0% | $6,343-32.8% |
| Admin fee / account holder | $11,106 | $10,623+4.6% | $7,966+39.4% | $12,316-9.8% |