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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 | $111,747 | $110,240+1.4% | $96,544+15.7% | $139,487-19.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.71% | 26.41%-11.7pp | 25.88%-11.2pp | 373.84%-359.1pp |
| Employer contribution / active EE | $3,732 | $3,622+3.0% | $2,966+25.8% | $4,755-21.5% |
| Participant deferral / active EE | $5,784 | $5,549+4.2% | $4,851+19.2% | $6,713-13.8% |
| Admin fee / account holder | $118,170 | $11,602+918.5% | $8,254+1331.6% | $11,407+935.9% |