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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 | $114,666 | $106,280+7.9% | $96,538+18.8% | $139,487-17.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.31% | 38.48%-16.2pp | 35.74%-13.4pp | 373.84%-351.5pp |
| Employer contribution / active EE | $9,332 | $4,107+127.2% | $3,740+149.5% | $4,755+96.3% |
| Participant deferral / active EE | $6,874 | $5,457+26.0% | $4,880+40.8% | $6,713+2.4% |
| Admin fee / account holder | $2,758 | $7,888-65.0% | $6,737-59.1% | $11,407-75.8% |