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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 | $113,861 | $110,337+3.2% | $102,383+11.2% | $145,877-21.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $3,054 | $4,216-27.5% | $3,870-21.1% | $4,663-34.5% |
| Participant deferral / active EE | $7,202 | $5,621+28.1% | $5,060+42.3% | $6,691+7.6% |
| Admin fee / account holder | $2,002 | $9,750-79.5% | $8,391-76.1% | $13,402-85.1% |