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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 | $105,775 | $106,280-0.5% | $96,538+9.6% | $139,487-24.2% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 13.54% | 38.48%-24.9pp | 35.74%-22.2pp | 373.84%-360.3pp |
| Employer contribution / active EE | $18,786 | $4,107+357.4% | $3,740+402.3% | $4,755+295.1% |
| Participant deferral / active EE | $11,174 | $5,457+104.8% | $4,880+129.0% | $6,713+66.5% |
| Admin fee / account holder | $38,098 | $7,888+383.0% | $6,737+465.5% | $11,407+234.0% |