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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 | $134,358 | $162,821-17.5% | $133,978+0.3% | $158,982-15.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.89% | 41.95%-29.1pp | 45.10%-32.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $7,497 | $4,976+50.7% | $3,919+91.3% | $4,763+57.4% |
| Participant deferral / active EE | $7,244 | $5,910+22.6% | $5,047+43.5% | $5,983+21.1% |
| Admin fee / account holder | $952 | $11,742-91.9% | $8,930-89.3% | $11,252-91.5% |