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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 | $102,135 | $106,247-3.9% | $96,515+5.8% | $139,466-26.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.45% | 38.47%-21.0pp | 35.73%-18.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,156 | $4,106-23.1% | $3,740-15.6% | $4,754-33.6% |
| Participant deferral / active EE | $10,934 | $5,456+100.4% | $4,880+124.1% | $6,712+62.9% |
| Admin fee / account holder | $423 | $7,885-94.6% | $6,735-93.7% | $11,409-96.3% |