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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 | $127,673 | $141,001-9.5% | $112,228+13.8% | $139,487-8.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.48% | 32.75%-18.3pp | 30.23%-15.7pp | 373.84%-359.4pp |
| Employer contribution / active EE | $8,167 | $4,285+90.6% | $3,432+138.0% | $4,755+71.8% |
| Participant deferral / active EE | $2,923 | $5,877-50.3% | $4,800-39.1% | $6,713-56.5% |
| Admin fee / account holder | $8,467 | $9,959-15.0% | $7,752+9.2% | $11,407-25.8% |