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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 | $115,251 | $127,387-9.5% | $115,038+0.2% | $125,389-8.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.10% | 31.28%-28.2pp | 26.14%-23.0pp | 282.24%-279.1pp |
| Employer contribution / active EE | $11,680 | $5,166+126.1% | $4,608+153.5% | $4,866+140.0% |
| Participant deferral / active EE | $7,797 | $6,423+21.4% | $6,026+29.4% | $5,352+45.7% |
| Admin fee / account holder | $6,941 | $9,516-27.1% | $8,175-15.1% | $9,541-27.2% |