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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 | $110,251 | $106,267+3.7% | $96,520+14.2% | $139,456-20.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.43% | 38.45%-11.0pp | 35.72%-8.3pp | 373.45%-346.0pp |
| Employer contribution / active EE | $5,138 | $4,105+25.2% | $3,739+37.4% | $4,753+8.1% |
| Participant deferral / active EE | $31,600 | $5,454+479.3% | $4,879+547.7% | $6,711+370.8% |
| Admin fee / account holder | $600 | $7,882-92.4% | $6,733-91.1% | $11,407-94.7% |