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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 | $117,321 | $124,346-5.7% | $111,306+5.4% | $167,553-30.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.41% | 37.46%-19.0pp | 54.67%-36.3pp | 478.89%-460.5pp |
| Employer contribution / active EE | $12,326 | $3,438+258.6% | $2,732+351.2% | $4,840+154.7% |
| Participant deferral / active EE | $11,955 | $5,182+130.7% | $4,488+166.4% | $6,343+88.5% |
| Admin fee / account holder | $3,396 | $10,623-68.0% | $7,966-57.4% | $12,316-72.4% |