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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 | $107,478 | $114,013-5.7% | $103,693+3.7% | $155,188-30.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.00% | 49.31%-38.3pp | 47.61%-36.6pp | 148.84%-137.8pp |
| Employer contribution / active EE | $5,318 | $3,131+69.8% | $2,920+82.1% | $4,248+25.2% |
| Participant deferral / active EE | $13,196 | $4,970+165.5% | $4,579+188.2% | $6,531+102.1% |
| Admin fee / account holder | $13,112 | $8,407+56.0% | $7,858+66.9% | $14,480-9.4% |