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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 | $111,525 | $117,846-5.4% | $102,434+8.9% | $145,884-23.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 31.90%-17.8pp | 29.46%-15.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $8,390 | $3,615+132.1% | $3,023+177.5% | $4,662+79.9% |
| Participant deferral / active EE | $8,620 | $5,733+50.3% | $5,055+70.5% | $6,690+28.9% |
| Admin fee / account holder | $37,473 | $13,356+180.6% | $9,462+296.0% | $13,392+179.8% |