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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 | $139,116 | $124,346+11.9% | $111,308+25.0% | $167,536-17.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.24% | 37.45%-27.2pp | 54.67%-44.4pp | 478.82%-468.6pp |
| Employer contribution / active EE | $6,566 | $3,437+91.0% | $2,732+140.4% | $4,839+35.7% |
| Participant deferral / active EE | $3,888 | $5,182-25.0% | $4,487-13.4% | $6,342-38.7% |
| Admin fee / account holder | $975 | $10,621-90.8% | $7,965-87.8% | $12,315-92.1% |