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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 | $102,338 | $103,392-1.0% | $87,104+17.5% | $152,897-33.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.14% | 28.10%-11.0pp | 28.19%-11.0pp | 345.43%-328.3pp |
| Employer contribution / active EE | $13,938 | $3,221+332.7% | $2,521+452.8% | $4,764+192.6% |
| Participant deferral / active EE | $7,113 | $4,778+48.9% | $4,048+75.7% | $5,851+21.6% |
| Admin fee / account holder | $11,658 | $12,194-4.4% | $7,491+55.6% | $11,599+0.5% |