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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 | $111,634 | $108,942+2.5% | $100,415+11.2% | $145,897-23.5% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 14.11% | 58.27%-44.2pp | 49.47%-35.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $600 | $4,422-86.4% | $3,943-84.8% | $4,663-87.1% |
| Participant deferral / active EE | $3,744 | $8,461-55.7% | $8,091-53.7% | $6,689-44.0% |
| Admin fee / account holder | $8,206 | $9,702-15.4% | $7,906+3.8% | $13,390-38.7% |