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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 | $117,777 | $106,280+10.8% | $96,538+22.0% | $139,487-15.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.84% | 38.48%-16.6pp | 35.74%-13.9pp | 373.84%-352.0pp |
| Employer contribution / active EE | $4,871 | $4,107+18.6% | $3,740+30.2% | $4,755+2.4% |
| Participant deferral / active EE | $15,058 | $5,457+176.0% | $4,880+208.5% | $6,713+124.3% |
| Admin fee / account holder | $22,175 | $7,888+181.1% | $6,737+229.1% | $11,407+94.4% |