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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 | $120,429 | $106,280+13.3% | $96,538+24.7% | $139,487-13.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.58% | 38.48%-21.9pp | 35.74%-19.2pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,261 | $4,107-69.3% | $3,740-66.3% | $4,755-73.5% |
| Participant deferral / active EE | $10,375 | $5,457+90.1% | $4,880+112.6% | $6,713+54.6% |
| Admin fee / account holder | $433 | $7,888-94.5% | $6,737-93.6% | $11,407-96.2% |