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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 | $99,627 | $97,289+2.4% | $92,805+7.4% | $155,188-35.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 15.49% | 29.03%-13.5pp | 31.59%-16.1pp | 148.84%-133.3pp |
| Employer contribution / active EE | $12,036 | $3,632+231.4% | $3,424+251.5% | $4,248+183.4% |
| Participant deferral / active EE | $10,436 | $8,795+18.6% | $8,448+23.5% | $6,531+59.8% |
| Admin fee / account holder | $1,104 | $12,015-90.8% | $10,911-89.9% | $14,480-92.4% |