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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 | $141,726 | $117,829+20.3% | $102,423+38.4% | $145,877-2.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.10% | 31.83%-22.7pp | 29.42%-20.3pp | 551.28%-542.2pp |
| Employer contribution / active EE | $14,664 | $3,615+305.7% | $3,023+385.1% | $4,663+214.5% |
| Participant deferral / active EE | $13,471 | $5,732+135.0% | $5,054+166.5% | $6,691+101.3% |
| Admin fee / account holder | $4,200 | $13,335-68.5% | $9,455-55.6% | $13,402-68.7% |