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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 | $128,588 | $110,337+16.5% | $102,383+25.6% | $145,877-11.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.68% | 24.83%-15.2pp | 24.94%-15.3pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,834 | $4,216-32.8% | $3,870-26.8% | $4,663-39.2% |
| Participant deferral / active EE | $19,157 | $5,621+240.8% | $5,060+278.6% | $6,691+186.3% |
| Admin fee / account holder | $1,341 | $9,750-86.2% | $8,391-84.0% | $13,402-90.0% |