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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 | $103,044 | $106,247-3.0% | $96,515+6.8% | $139,466-26.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.38% | 38.47%-18.1pp | 35.73%-15.3pp | 373.66%-353.3pp |
| Employer contribution / active EE | $21,168 | $4,106+415.6% | $3,740+466.1% | $4,754+345.3% |
| Participant deferral / active EE | $16,300 | $5,456+198.8% | $4,880+234.0% | $6,712+142.9% |
| Admin fee / account holder | $626 | $7,885-92.1% | $6,735-90.7% | $11,409-94.5% |