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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 | $109,608 | $100,811+8.7% | $86,698+26.4% | $134,545-18.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 11.47% | 29.11%-17.6pp | 35.96%-24.5pp | 418.37%-406.9pp |
| Employer contribution / active EE | $25,291 | $3,490+624.6% | $2,837+791.5% | $4,742+433.4% |
| Participant deferral / active EE | $4,684 | $5,339-12.3% | $4,656+0.6% | $6,401-26.8% |
| Admin fee / account holder | $953 | $10,926-91.3% | $7,492-87.3% | $11,431-91.7% |