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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 | $101,681 | $100,003+1.7% | $146,685-30.7% | $85,856+18.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.25% | 18.93%-0.7pp | 22.75%-4.5pp | 318.58%-300.3pp |
| Employer contribution / active EE | $3,632 | $2,559+41.9% | $4,137-12.2% | $2,565+41.6% |
| Participant deferral / active EE | $9,271 | $4,006+131.4% | $5,507+68.4% | $3,952+134.6% |
| Admin fee / account holder | $987 | $7,704-87.2% | $10,281-90.4% | $6,261-84.2% |