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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 | $125,871 | $106,236+18.5% | $96,496+30.4% | $139,427-9.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.56% | 38.43%-23.9pp | 35.70%-21.1pp | 373.27%-358.7pp |
| Employer contribution / active EE | $2,650 | $4,104-35.4% | $3,738-29.1% | $4,752-44.2% |
| Participant deferral / active EE | $8,639 | $5,455+58.4% | $4,879+77.1% | $6,711+28.7% |
| Admin fee / account holder | $22,187 | $7,879+181.6% | $6,731+229.6% | $11,404+94.6% |