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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 | $120,326 | $106,247+13.3% | $96,515+24.7% | $139,466-13.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.01% | 38.47%-24.5pp | 35.73%-21.7pp | 373.66%-359.6pp |
| Employer contribution / active EE | $13,873 | $4,106+237.9% | $3,740+271.0% | $4,754+191.8% |
| Participant deferral / active EE | $11,542 | $5,456+111.6% | $4,880+136.5% | $6,712+72.0% |
| Admin fee / account holder | $758 | $7,885-90.4% | $6,735-88.7% | $11,409-93.4% |