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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 | $110,856 | $106,247+4.3% | $96,515+14.9% | $139,466-20.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.23% | 38.47%-20.2pp | 35.73%-17.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,543 | $4,106-38.1% | $3,740-32.0% | $4,754-46.5% |
| Participant deferral / active EE | $8,347 | $5,456+53.0% | $4,880+71.1% | $6,712+24.4% |
| Admin fee / account holder | $938 | $7,885-88.1% | $6,735-86.1% | $11,409-91.8% |