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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 | $78,811 | $77,707+1.4% | $70,161+12.3% | $139,456-43.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.59% | 19.30%-2.7pp | 19.08%-2.5pp | 373.45%-356.9pp |
| Employer contribution / active EE | $9,101 | $4,986+82.5% | $4,285+112.4% | $4,753+91.5% |
| Participant deferral / active EE | $10,953 | $6,443+70.0% | $5,394+103.1% | $6,711+63.2% |
| Admin fee / account holder | $10,865 | $5,397+101.3% | $4,581+137.2% | $11,407-4.7% |