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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 | $123,384 | $110,307+11.9% | $96,576+27.8% | $139,456-11.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.10% | 26.40%-12.3pp | 25.87%-11.8pp | 373.45%-359.4pp |
| Employer contribution / active EE | $3,080 | $3,619-14.9% | $2,965+3.9% | $4,753-35.2% |
| Participant deferral / active EE | $14,097 | $5,547+154.1% | $4,851+190.6% | $6,711+110.0% |
| Admin fee / account holder | $3,541 | $11,597-69.5% | $8,253-57.1% | $11,407-69.0% |