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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 | $115,998 | $213,785-45.7% | $185,441-37.4% | $155,188-25.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.69% | 19.97%-12.3pp | 20.16%-12.5pp | 148.84%-141.1pp |
| Employer contribution / active EE | $2,420 | $5,393-55.1% | $4,672-48.2% | $4,248-43.0% |
| Participant deferral / active EE | $14,921 | $6,864+117.4% | $6,152+142.6% | $6,531+128.5% |
| Admin fee / account holder | $44,348 | $21,134+109.8% | $17,890+147.9% | $14,480+206.3% |