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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 | $106,036 | $103,393+2.6% | $87,103+21.7% | $152,909-30.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.70% | 28.10%-8.4pp | 28.19%-8.5pp | 345.46%-325.8pp |
| Employer contribution / active EE | $2,544 | $3,221-21.0% | $2,521+0.9% | $4,764-46.6% |
| Participant deferral / active EE | $9,942 | $4,778+108.1% | $4,049+145.6% | $5,851+69.9% |
| Admin fee / account holder | $1,220 | $12,195-90.0% | $7,491-83.7% | $11,601-89.5% |