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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 | $139,493 | $165,939-15.9% | $122,354+14.0% | $147,586-5.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 7.54% | 34.56%-27.0pp | 30.28%-22.7pp | 578.59%-571.1pp |
| Employer contribution / active EE | $3,313 | $5,754-42.4% | $4,051-18.2% | $4,876-32.1% |
| Participant deferral / active EE | $4,654 | $4,005+16.2% | $3,287+41.6% | $5,439-14.4% |
| Admin fee / account holder | $1,195 | $7,425-83.9% | $5,479-78.2% | $10,886-89.0% |