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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 | $118,545 | $124,351-4.7% | $109,188+8.6% | $167,553-29.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.50% | 26.04%-14.5pp | 25.76%-14.3pp | 478.89%-467.4pp |
| Employer contribution / active EE | $5,673 | $4,210+34.8% | $3,723+52.4% | $4,840+17.2% |
| Participant deferral / active EE | $6,580 | $5,257+25.2% | $4,654+41.4% | $6,343+3.7% |
| Admin fee / account holder | $8,717 | $7,975+9.3% | $6,755+29.0% | $12,316-29.2% |