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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 | $103,045 | $106,280-3.0% | $96,538+6.7% | $139,487-26.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.71% | 38.48%-23.8pp | 35.74%-21.0pp | 373.84%-359.1pp |
| Employer contribution / active EE | $9,947 | $4,107+142.2% | $3,740+166.0% | $4,755+109.2% |
| Participant deferral / active EE | $5,520 | $5,457+1.2% | $4,880+13.1% | $6,713-17.8% |
| Admin fee / account holder | $66,868 | $7,888+747.7% | $6,737+892.5% | $11,407+486.2% |