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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 | $105,691 | $110,212-4.1% | $96,534+9.5% | $139,466-24.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.10% | 26.42%-9.3pp | 25.88%-8.8pp | 373.66%-356.6pp |
| Employer contribution / active EE | $12,123 | $3,620+234.9% | $2,965+308.8% | $4,754+155.0% |
| Participant deferral / active EE | $11,334 | $5,547+104.3% | $4,851+133.6% | $6,712+68.9% |
| Admin fee / account holder | $9,532 | $11,599-17.8% | $8,253+15.5% | $11,409-16.4% |