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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 | $117,303 | $106,247+10.4% | $96,515+21.5% | $139,466-15.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.32% | 38.47%-22.1pp | 35.73%-19.4pp | 373.66%-357.3pp |
| Employer contribution / active EE | $17,111 | $4,106+316.7% | $3,740+357.6% | $4,754+259.9% |
| Participant deferral / active EE | $5,718 | $5,456+4.8% | $4,880+17.2% | $6,712-14.8% |
| Admin fee / account holder | $1,608 | $7,885-79.6% | $6,735-76.1% | $11,409-85.9% |