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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 | $113,704 | $106,247+7.0% | $96,515+17.8% | $139,466-18.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.58% | 38.47%-22.9pp | 35.73%-20.1pp | 373.66%-358.1pp |
| Employer contribution / active EE | $13,108 | $4,106+219.2% | $3,740+250.5% | $4,754+175.7% |
| Participant deferral / active EE | $9,258 | $5,456+69.7% | $4,880+89.7% | $6,712+37.9% |
| Admin fee / account holder | $876 | $7,885-88.9% | $6,735-87.0% | $11,409-92.3% |