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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 | $127,250 | $114,237+11.4% | $119,258+6.7% | $167,518-24.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 22.42% | 29.87%-7.4pp | 30.69%-8.3pp | 478.71%-456.3pp |
| Employer contribution / active EE | $8,947 | $4,481+99.7% | $4,384+104.1% | $4,838+84.9% |
| Participant deferral / active EE | $6,675 | $6,084+9.7% | $6,111+9.2% | $6,342+5.3% |
| Admin fee / account holder | $1,087 | $8,932-87.8% | $7,226-85.0% | $12,312-91.2% |