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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 | $113,507 | $106,267+6.8% | $96,520+17.6% | $139,456-18.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.64% | 38.45%-21.8pp | 35.72%-19.1pp | 373.45%-356.8pp |
| Employer contribution / active EE | $3,646 | $4,105-11.2% | $3,739-2.5% | $4,753-23.3% |
| Participant deferral / active EE | $5,349 | $5,454-1.9% | $4,879+9.6% | $6,711-20.3% |
| Admin fee / account holder | $11,714 | $7,882+48.6% | $6,733+74.0% | $11,407+2.7% |