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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 | $109,212 | $110,212-0.9% | $96,534+13.1% | $139,466-21.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.63% | 26.42%-4.8pp | 25.88%-4.2pp | 373.66%-352.0pp |
| Employer contribution / active EE | $6,313 | $3,620+74.4% | $2,965+112.9% | $4,754+32.8% |
| Participant deferral / active EE | $9,655 | $5,547+74.0% | $4,851+99.0% | $6,712+43.9% |
| Admin fee / account holder | $2,347 | $11,599-79.8% | $8,253-71.6% | $11,409-79.4% |