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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 | $88,811 | $117,895-24.7% | $102,460-13.3% | $145,897-39.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.79% | 31.92%-20.1pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $9,574 | $3,619+164.6% | $3,025+216.5% | $4,663+105.3% |
| Participant deferral / active EE | $7,895 | $5,736+37.6% | $5,056+56.2% | $6,689+18.0% |
| Admin fee / account holder | $780 | $13,353-94.2% | $9,460-91.8% | $13,390-94.2% |