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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 | $120,348 | $106,247+13.3% | $96,515+24.7% | $139,466-13.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.82% | 38.47%-18.6pp | 35.73%-15.9pp | 373.66%-353.8pp |
| Employer contribution / active EE | $2,162 | $4,106-47.4% | $3,740-42.2% | $4,754-54.5% |
| Participant deferral / active EE | $8,678 | $5,456+59.1% | $4,880+77.8% | $6,712+29.3% |
| Admin fee / account holder | $935 | $7,885-88.1% | $6,735-86.1% | $11,409-91.8% |