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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 | $128,913 | $134,817-4.4% | $123,973+4.0% | $155,188-16.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.08% | 515.49%-502.4pp | 388.13%-375.0pp | 148.84%-135.8pp |
| Employer contribution / active EE | $3,058 | $4,425-30.9% | $4,126-25.9% | $4,248-28.0% |
| Participant deferral / active EE | $8,719 | $5,706+52.8% | $5,247+66.2% | $6,531+33.5% |
| Admin fee / account holder | $1,758 | $13,245-86.7% | $11,799-85.1% | $14,480-87.9% |