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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 | $111,238 | $109,372+1.7% | $89,414+24.4% | $158,966-30.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 6.07% | 345.55%-339.5pp | 245.50%-239.4pp | 302.95%-296.9pp |
| Employer contribution / active EE | $3,619 | $3,171+14.1% | $2,586+39.9% | $4,762-24.0% |
| Participant deferral / active EE | $5,090 | $4,598+10.7% | $3,890+30.9% | $5,983-14.9% |
| Admin fee / account holder | $30,974 | $6,156+403.1% | $4,883+534.3% | $11,250+175.3% |