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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 | $118,453 | $111,814+5.9% | $103,378+14.6% | $145,978-18.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.84% | 24.80%-13.0pp | 24.91%-13.1pp | 550.52%-538.7pp |
| Employer contribution / active EE | $21,723 | $4,215+415.4% | $3,870+461.3% | $4,662+366.0% |
| Participant deferral / active EE | $4,077 | $5,618-27.4% | $5,058-19.4% | $6,690-39.1% |
| Admin fee / account holder | $3,305 | $9,764-66.2% | $8,401-60.7% | $13,400-75.3% |