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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 | $125,789 | $185,905-32.3% | $170,057-26.0% | $139,487-9.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.28% | 60.56%-47.3pp | 53.42%-40.1pp | 373.84%-360.6pp |
| Employer contribution / active EE | $4,707 | $7,597-38.0% | $6,790-30.7% | $4,755-1.0% |
| Participant deferral / active EE | $9,680 | $11,627-16.7% | $10,411-7.0% | $6,713+44.2% |
| Admin fee / account holder | $5,671 | $15,397-63.2% | $12,826-55.8% | $11,407-50.3% |