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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 | $107,991 | $110,307-2.1% | $96,576+11.8% | $139,456-22.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.04% | 26.40%-10.4pp | 25.87%-9.8pp | 373.45%-357.4pp |
| Employer contribution / active EE | $1,218 | $3,619-66.3% | $2,965-58.9% | $4,753-74.4% |
| Participant deferral / active EE | $6,064 | $5,547+9.3% | $4,851+25.0% | $6,711-9.7% |
| Admin fee / account holder | $4,468 | $11,597-61.5% | $8,253-45.9% | $11,407-60.8% |