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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 | $115,189 | $110,248+4.5% | $95,728+20.3% | $139,456-17.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.90% | 27.16%-16.3pp | 28.40%-17.5pp | 373.45%-362.6pp |
| Employer contribution / active EE | $1,056 | $3,258-67.6% | $2,835-62.8% | $4,753-77.8% |
| Participant deferral / active EE | $3,153 | $4,675-32.6% | $4,245-25.7% | $6,711-53.0% |
| Admin fee / account holder | $1,159 | $6,607-82.5% | $5,673-79.6% | $11,407-89.8% |