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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 | $103,213 | $106,247-2.9% | $96,515+6.9% | $139,466-26.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.50% | 38.47%-21.0pp | 35.73%-18.2pp | 373.66%-356.2pp |
| Employer contribution / active EE | $9,988 | $4,106+143.3% | $3,740+167.1% | $4,754+110.1% |
| Participant deferral / active EE | $7,080 | $5,456+29.8% | $4,880+45.1% | $6,712+5.5% |
| Admin fee / account holder | $4,332 | $7,885-45.1% | $6,735-35.7% | $11,409-62.0% |