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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 | $115,617 | $123,155-6.1% | $108,753+6.3% | $155,188-25.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.79% | 44.73%-25.9pp | 37.47%-18.7pp | 148.84%-130.1pp |
| Employer contribution / active EE | $14,957 | $2,811+432.0% | $2,427+516.4% | $4,248+252.1% |
| Participant deferral / active EE | $6,910 | $4,623+49.5% | $4,115+67.9% | $6,531+5.8% |
| Admin fee / account holder | $757 | $12,126-93.8% | $10,320-92.7% | $14,480-94.8% |