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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 | $109,294 | $103,392+5.7% | $87,104+25.5% | $152,897-28.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.09% | 28.10%-11.0pp | 28.19%-11.1pp | 345.43%-328.3pp |
| Employer contribution / active EE | $3,309 | $3,221+2.7% | $2,521+31.2% | $4,764-30.5% |
| Participant deferral / active EE | $11,395 | $4,778+138.5% | $4,048+181.5% | $5,851+94.7% |
| Admin fee / account holder | $14,572 | $12,194+19.5% | $7,491+94.5% | $11,599+25.6% |