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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 | $122,073 | $118,875+2.7% | $96,572+26.4% | $167,553-27.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.64% | 50.50%-41.9pp | 37.79%-29.1pp | 478.89%-470.2pp |
| Employer contribution / active EE | $2,276 | $3,121-27.1% | $2,357-3.5% | $4,840-53.0% |
| Participant deferral / active EE | $3,090 | $4,617-33.1% | $3,850-19.7% | $6,343-51.3% |
| Admin fee / account holder | $327 | $8,070-95.9% | $6,183-94.7% | $12,316-97.3% |