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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 | $141,116 | $99,652+41.6% | $78,778+79.1% | $147,586-4.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.26% | 47.28%-38.0pp | 35.62%-26.4pp | 578.59%-569.3pp |
| Employer contribution / active EE | $1,791 | $2,796-36.0% | $1,986-9.8% | $4,876-63.3% |
| Participant deferral / active EE | $5,636 | $3,664+53.8% | $2,958+90.5% | $5,439+3.6% |
| Admin fee / account holder | $786 | $7,155-89.0% | $5,134-84.7% | $10,886-92.8% |