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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 | $111,390 | $117,895-5.5% | $102,460+8.7% | $145,897-23.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.75% | 31.92%-18.2pp | 29.47%-15.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $10,714 | $3,619+196.1% | $3,025+254.2% | $4,663+129.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $794 | $13,353-94.1% | $9,460-91.6% | $13,390-94.1% |