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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 | $107,865 | $106,236+1.5% | $96,496+11.8% | $139,427-22.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.86% | 38.43%-24.6pp | 35.70%-21.8pp | 373.27%-359.4pp |
| Employer contribution / active EE | $3,031 | $4,104-26.1% | $3,738-18.9% | $4,752-36.2% |
| Participant deferral / active EE | $10,732 | $5,455+96.8% | $4,879+120.0% | $6,711+59.9% |
| Admin fee / account holder | $782 | $7,879-90.1% | $6,731-88.4% | $11,404-93.1% |