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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 | $108,897+2.5% | $100,378+11.2% | $145,877-23.5% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 14.11% | 58.17%-44.1pp | 49.41%-35.3pp | 551.28%-537.2pp |
| Employer contribution / active EE | $600 | $4,420-86.4% | $3,942-84.8% | $4,663-87.1% |
| Participant deferral / active EE | $3,744 | $8,455-55.7% | $8,087-53.7% | $6,691-44.0% |
| Admin fee / account holder | $8,206 | $9,690-15.3% | $7,899+3.9% | $13,402-38.8% |