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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 | $106,745 | $117,846-9.4% | $102,434+4.2% | $145,884-26.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.21% | 31.90%-21.7pp | 29.46%-19.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $6,879 | $3,615+90.3% | $3,023+127.5% | $4,662+47.5% |
| Participant deferral / active EE | $10,640 | $5,733+85.6% | $5,055+110.5% | $6,690+59.1% |
| Admin fee / account holder | $301 | $13,356-97.7% | $9,462-96.8% | $13,392-97.7% |