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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 | $99,854 | $106,247-6.0% | $96,515+3.5% | $139,466-28.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.55% | 38.47%-18.9pp | 35.73%-16.2pp | 373.66%-354.1pp |
| Employer contribution / active EE | $3,622 | $4,106-11.8% | $3,740-3.1% | $4,754-23.8% |
| Participant deferral / active EE | $10,291 | $5,456+88.6% | $4,880+110.9% | $6,712+53.3% |
| Admin fee / account holder | $1,856 | $7,885-76.5% | $6,735-72.5% | $11,409-83.7% |