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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 | $106,297 | $111,814-4.9% | $103,374+2.8% | $145,959-27.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 32.09% | 24.77%+7.3pp | 24.89%+7.2pp | 561.95%-529.9pp |
| Employer contribution / active EE | $12,947 | $4,214+207.2% | $3,869+234.6% | $4,661+177.8% |
| Participant deferral / active EE | $7,199 | $5,618+28.1% | $5,058+42.3% | $6,689+7.6% |
| Admin fee / account holder | $8,318 | $9,754-14.7% | $8,394-0.9% | $13,398-37.9% |