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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 | $111,551 | $106,280+5.0% | $96,538+15.6% | $139,487-20.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.11% | 38.48%-22.4pp | 35.74%-19.6pp | 373.84%-357.7pp |
| Employer contribution / active EE | $12,474 | $4,107+203.7% | $3,740+233.5% | $4,755+162.3% |
| Participant deferral / active EE | $6,596 | $5,457+20.9% | $4,880+35.1% | $6,713-1.7% |
| Admin fee / account holder | $597 | $7,888-92.4% | $6,737-91.1% | $11,407-94.8% |