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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 | $112,289 | $110,379+1.7% | $102,412+9.6% | $145,884-23.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 24.84%-14.4pp | 24.94%-14.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,893 | $4,216-31.4% | $3,870-25.2% | $4,662-37.9% |
| Participant deferral / active EE | $10,400 | $5,622+85.0% | $5,060+105.5% | $6,690+55.5% |
| Admin fee / account holder | $959 | $9,745-90.2% | $8,388-88.6% | $13,392-92.8% |