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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 | $113,800 | $117,846-3.4% | $102,434+11.1% | $145,884-22.0% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 11.01% | 31.90%-20.9pp | 29.46%-18.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,000 | $3,615-72.3% | $3,023-66.9% | $4,662-78.5% |
| Participant deferral / active EE | $2,215 | $5,733-61.4% | $5,055-56.2% | $6,690-66.9% |
| Admin fee / account holder | $7,802 | $13,356-41.6% | $9,462-17.5% | $13,392-41.7% |