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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 | $113,207 | $117,846-3.9% | $102,434+10.5% | $145,884-22.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.34% | 31.90%-21.6pp | 29.46%-19.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $4,712 | $3,615+30.3% | $3,023+55.9% | $4,662+1.1% |
| Participant deferral / active EE | $7,590 | $5,733+32.4% | $5,055+50.1% | $6,690+13.5% |
| Admin fee / account holder | $119,563 | $13,356+795.2% | $9,462+1163.6% | $13,392+792.8% |