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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 | $113,720 | $115,917-1.9% | $100,535+13.1% | $158,982-28.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.27% | 34.80%-20.5pp | 30.90%-16.6pp | 302.99%-288.7pp |
| Employer contribution / active EE | $6,800 | $4,105+65.6% | $3,419+98.9% | $4,763+42.8% |
| Participant deferral / active EE | $10,866 | $6,677+62.7% | $6,271+73.3% | $5,983+81.6% |
| Admin fee / account holder | $2,659 | $11,002-75.8% | $8,085-67.1% | $11,252-76.4% |