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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 | $101,279 | $107,666-5.9% | $102,184-0.9% | $154,746-34.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.74% | 29.33%-12.6pp | 31.58%-14.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $13,297 | $3,846+245.7% | $3,594+270.0% | $4,379+203.6% |
| Participant deferral / active EE | $13,297 | $8,719+52.5% | $8,309+60.0% | $6,730+97.6% |
| Admin fee / account holder | $16,989 | $12,943+31.3% | $11,609+46.3% | $14,365+18.3% |