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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 | $113,930 | $103,393+10.2% | $87,103+30.8% | $152,909-25.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.26% | 28.10%-8.8pp | 28.19%-8.9pp | 345.46%-326.2pp |
| Employer contribution / active EE | $827 | $3,221-74.3% | $2,521-67.2% | $4,764-82.6% |
| Participant deferral / active EE | $7,167 | $4,778+50.0% | $4,049+77.0% | $5,851+22.5% |
| Admin fee / account holder | $481 | $12,195-96.1% | $7,491-93.6% | $11,601-95.9% |