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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 | $110,424 | $103,949+6.2% | $69,182+59.6% | $273,972-59.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 9.35% | 35.28%-25.9pp | -21.93%+31.3pp | 41.46%-32.1pp |
| Employer contribution / active EE | $14,031 | $1,783+686.9% | $1,206+1063.2% | $4,869+188.2% |
| Participant deferral / active EE | $9,802 | $2,716+260.8% | $1,897+416.7% | $5,287+85.4% |
| Admin fee / account holder | $329 | $3,671-91.0% | $2,697-87.8% | $10,133-96.8% |