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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 | $134,841 | $117,904+14.4% | $102,457+31.6% | $145,978-7.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.54% | 31.80%-17.3pp | 29.41%-14.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $6,040 | $3,613+67.1% | $3,022+99.8% | $4,662+29.6% |
| Participant deferral / active EE | $7,730 | $5,733+34.8% | $5,054+52.9% | $6,690+15.5% |
| Admin fee / account holder | $842 | $13,329-93.7% | $9,451-91.1% | $13,400-93.7% |