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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 | $111,211 | $124,314-10.5% | $109,163+1.9% | $167,518-33.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.40% | 26.04%-13.6pp | 25.75%-13.3pp | 478.71%-466.3pp |
| Employer contribution / active EE | $5,935 | $4,209+41.0% | $3,723+59.4% | $4,838+22.7% |
| Participant deferral / active EE | $4,812 | $5,256-8.5% | $4,654+3.4% | $6,342-24.1% |
| Admin fee / account holder | $4,124 | $7,973-48.3% | $6,754-38.9% | $12,312-66.5% |