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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 | $99,113 | $93,598+5.9% | $135,974-27.1% | $75,173+31.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.03% | 30.89%-13.9pp | 68.30%-51.3pp | 160.72%-143.7pp |
| Employer contribution / active EE | $3,615 | $3,538+2.2% | $4,859-25.6% | $2,671+35.3% |
| Participant deferral / active EE | $8,046 | $6,405+25.6% | $7,760+3.7% | $4,126+95.0% |
| Admin fee / account holder | $18,005 | $6,978+158.0% | $10,767+67.2% | $5,651+218.6% |