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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 | $135,677 | $127,790+6.2% | $106,554+27.3% | $167,553-19.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.82% | 33.88%-23.1pp | 26.80%-16.0pp | 478.89%-468.1pp |
| Employer contribution / active EE | $5,372 | $3,427+56.7% | $2,819+90.6% | $4,840+11.0% |
| Participant deferral / active EE | $3,063 | $5,088-39.8% | $4,398-30.4% | $6,343-51.7% |
| Admin fee / account holder | $3,537 | $11,231-68.5% | $7,408-52.3% | $12,316-71.3% |