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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 | $130,401 | $117,895+10.6% | $102,460+27.3% | $145,897-10.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 31.92%-18.3pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,430 | $3,619-5.2% | $3,025+13.4% | $4,663-26.4% |
| Participant deferral / active EE | $3,430 | $5,736-40.2% | $5,056-32.2% | $6,689-48.7% |
| Admin fee / account holder | $526 | $13,353-96.1% | $9,460-94.4% | $13,390-96.1% |