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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 | $108,624 | $110,410-1.6% | $102,437+6.0% | $145,897-25.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.10% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.2pp |
| Employer contribution / active EE | $9,285 | $4,217+120.2% | $3,871+139.9% | $4,663+99.1% |
| Participant deferral / active EE | $10,235 | $5,622+82.1% | $5,060+102.3% | $6,689+53.0% |
| Admin fee / account holder | $468 | $9,745-95.2% | $8,388-94.4% | $13,390-96.5% |