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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 | $136,340 | $124,980+9.1% | $108,359+25.8% | $154,746-11.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.60% | 45.00%-30.4pp | 36.89%-22.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $19,244 | $2,851+575.1% | $2,399+702.0% | $4,379+339.4% |
| Participant deferral / active EE | $4,247 | $4,743-10.5% | $4,137+2.7% | $6,730-36.9% |
| Admin fee / account holder | $8,475 | $11,502-26.3% | $9,741-13.0% | $14,365-41.0% |