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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 | $108,326 | $115,903-6.5% | $100,528+7.8% | $158,966-31.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.21% | 34.80%-25.6pp | 30.90%-21.7pp | 302.95%-293.7pp |
| Employer contribution / active EE | $9,933 | $4,105+142.0% | $3,419+190.5% | $4,762+108.6% |
| Participant deferral / active EE | $2,450 | $6,677-63.3% | $6,271-60.9% | $5,983-59.0% |
| Admin fee / account holder | $5,142 | $11,000-53.3% | $8,084-36.4% | $11,250-54.3% |