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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 | $129,046 | $101,618+27.0% | $93,063+38.7% | $137,256-6.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.11% | 223.95%-210.8pp | 34.15%-21.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,164 | $2,707-20.1% | $2,476-12.6% | $4,156-47.9% |
| Participant deferral / active EE | $2,772 | $4,279-35.2% | $3,958-30.0% | $6,407-56.7% |
| Admin fee / account holder | $13,545 | $6,198+118.5% | $6,033+124.5% | $12,270+10.4% |