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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 | $133,768 | $117,895+13.5% | $102,460+30.6% | $145,897-8.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.84% | 31.92%-22.1pp | 29.47%-19.6pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,718 | $3,619-52.5% | $3,025-43.2% | $4,663-63.2% |
| Participant deferral / active EE | $8,280 | $5,736+44.4% | $5,056+63.8% | $6,689+23.8% |
| Admin fee / account holder | $1,289 | $13,353-90.4% | $9,460-86.4% | $13,390-90.4% |