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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 | $117,859+20.3% | $102,438+38.4% | $145,959-2.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.10% | 31.72%-22.6pp | 29.37%-20.3pp | 561.95%-552.9pp |
| Employer contribution / active EE | $14,664 | $3,615+305.6% | $3,024+385.0% | $4,661+214.6% |
| Participant deferral / active EE | $13,471 | $5,732+135.0% | $5,054+166.6% | $6,689+101.4% |
| Admin fee / account holder | $4,200 | $13,318-68.5% | $9,448-55.5% | $13,398-68.7% |