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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 | $103,157 | $110,379-6.5% | $102,412+0.7% | $145,884-29.3% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 14.67% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $12,907 | $4,216+206.1% | $3,870+233.5% | $4,662+176.8% |
| Participant deferral / active EE | $11,182 | $5,622+98.9% | $5,060+121.0% | $6,690+67.1% |
| Admin fee / account holder | $585 | $9,745-94.0% | $8,388-93.0% | $13,392-95.6% |