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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 | $98,440 | $115,225-14.6% | $100,712-2.3% | $138,895-29.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.93% | 40.35%-20.4pp | 33.27%-13.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $12,586 | $2,771+354.2% | $2,313+444.2% | $4,194+200.1% |
| Participant deferral / active EE | $12,935 | $4,699+175.3% | $4,085+216.6% | $6,396+102.2% |
| Admin fee / account holder | $1,349 | $10,844-87.6% | $9,256-85.4% | $12,562-89.3% |