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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 | $111,744 | $118,488-5.7% | $98,462+13.5% | $139,487-19.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.73% | 18.96%-5.2pp | 21.17%-7.4pp | 373.84%-360.1pp |
| Employer contribution / active EE | $5,512 | $3,611+52.7% | $3,049+80.8% | $4,755+15.9% |
| Participant deferral / active EE | $2,412 | $5,393-55.3% | $4,738-49.1% | $6,713-64.1% |
| Admin fee / account holder | $30,184 | $13,868+117.6% | $8,875+240.1% | $11,407+164.6% |