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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 | $136,056 | $115,814+17.5% | $101,275+34.3% | $158,982-14.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.04% | 56.16%-46.1pp | 46.48%-36.4pp | 302.99%-293.0pp |
| Employer contribution / active EE | $920 | $4,176-78.0% | $3,660-74.9% | $4,763-80.7% |
| Participant deferral / active EE | $3,376 | $4,958-31.9% | $4,371-22.8% | $5,983-43.6% |
| Admin fee / account holder | $1,045 | $7,249-85.6% | $5,948-82.4% | $11,252-90.7% |