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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 | $104,067 | $117,904-11.7% | $102,457+1.6% | $145,978-28.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 31.80%-17.9pp | 29.41%-15.5pp | 550.52%-536.6pp |
| Employer contribution / active EE | $3,563 | $3,613-1.4% | $3,022+17.9% | $4,662-23.6% |
| Participant deferral / active EE | $20,783 | $5,733+262.5% | $5,054+311.2% | $6,690+210.7% |
| Admin fee / account holder | $5,265 | $13,329-60.5% | $9,451-44.3% | $13,400-60.7% |