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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 | $111,374 | $86,294+29.1% | $111,303+0.1% | $85,856+29.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.85% | 19.99%-7.1pp | 54.66%-41.8pp | 318.58%-305.7pp |
| Employer contribution / active EE | $2,205 | $2,043+7.9% | $2,731-19.3% | $2,565-14.0% |
| Participant deferral / active EE | $4,526 | $3,641+24.3% | $4,487+0.9% | $3,952+14.5% |
| Admin fee / account holder | $12,843 | $8,189+56.8% | $7,966+61.2% | $6,261+105.1% |