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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 | $107,173 | $111,814-4.2% | $103,378+3.7% | $145,978-26.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.29% | 24.80%-14.5pp | 24.91%-14.6pp | 550.52%-540.2pp |
| Employer contribution / active EE | $12,687 | $4,215+201.0% | $3,870+227.8% | $4,662+172.1% |
| Participant deferral / active EE | $7,977 | $5,618+42.0% | $5,058+57.7% | $6,690+19.2% |
| Admin fee / account holder | $1,433 | $9,764-85.3% | $8,401-82.9% | $13,400-89.3% |