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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 | $110,067 | $105,864+4.0% | $90,162+22.1% | $147,585-25.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.68% | 37.63%-25.9pp | 34.88%-23.2pp | 578.57%-566.9pp |
| Employer contribution / active EE | $4,348 | $4,126+5.4% | $3,318+31.0% | $4,876-10.8% |
| Participant deferral / active EE | $9,694 | $5,733+69.1% | $5,287+83.3% | $5,439+78.2% |
| Admin fee / account holder | $1,393 | $8,046-82.7% | $5,943-76.6% | $10,885-87.2% |