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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 | $114,727 | $110,337+4.0% | $102,383+12.1% | $145,877-21.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.00% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $17,898 | $4,216+324.5% | $3,870+362.5% | $4,663+283.8% |
| Participant deferral / active EE | $7,290 | $5,621+29.7% | $5,060+44.1% | $6,691+9.0% |
| Admin fee / account holder | $22,515 | $9,750+130.9% | $8,391+168.3% | $13,402+68.0% |