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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 | $102,669 | $106,280-3.4% | $96,538+6.4% | $139,487-26.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.47% | 38.48%-18.0pp | 35.74%-15.3pp | 373.84%-353.4pp |
| Employer contribution / active EE | $5,330 | $4,107+29.8% | $3,740+42.5% | $4,755+12.1% |
| Participant deferral / active EE | $10,099 | $5,457+85.1% | $4,880+106.9% | $6,713+50.4% |
| Admin fee / account holder | $2,315 | $7,888-70.7% | $6,737-65.6% | $11,407-79.7% |