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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 | $103,487 | $106,247-2.6% | $96,515+7.2% | $139,466-25.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.88% | 38.47%-18.6pp | 35.73%-15.9pp | 373.66%-353.8pp |
| Employer contribution / active EE | $1,752 | $4,106-57.3% | $3,740-53.2% | $4,754-63.1% |
| Participant deferral / active EE | $9,261 | $5,456+69.7% | $4,880+89.8% | $6,712+38.0% |
| Admin fee / account holder | $8,552 | $7,885+8.5% | $6,735+27.0% | $11,409-25.0% |