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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 | $120,463 | $106,280+13.3% | $96,538+24.8% | $139,487-13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.08% | 38.48%-20.4pp | 35.74%-17.7pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,343 | $4,107-43.0% | $3,740-37.4% | $4,755-50.7% |
| Participant deferral / active EE | $5,235 | $5,457-4.1% | $4,880+7.3% | $6,713-22.0% |
| Admin fee / account holder | $966 | $7,888-87.8% | $6,737-85.7% | $11,407-91.5% |