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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 | $113,028 | $165,399-31.7% | $149,745-24.5% | $158,982-28.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.71% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $3,182 | $5,105-37.7% | $4,646-31.5% | $4,763-33.2% |
| Participant deferral / active EE | $8,701 | $7,183+21.1% | $6,843+27.1% | $5,983+45.4% |
| Admin fee / account holder | $447 | $10,811-95.9% | $9,312-95.2% | $11,252-96.0% |