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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 | $111,465 | $117,846-5.4% | $102,434+8.8% | $145,884-23.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.85% | 31.90%-9.1pp | 29.46%-6.6pp | 551.85%-529.0pp |
| Employer contribution / active EE | $7,275 | $3,615+101.3% | $3,023+140.6% | $4,662+56.0% |
| Participant deferral / active EE | $7,296 | $5,733+27.3% | $5,055+44.3% | $6,690+9.1% |
| Admin fee / account holder | $610 | $13,356-95.4% | $9,462-93.6% | $13,392-95.4% |