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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 | $123,228 | $124,330-0.9% | $109,173+12.9% | $167,536-26.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.05% | 26.04%-15.0pp | 25.75%-14.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $11,106 | $4,209+163.8% | $3,723+198.3% | $4,839+129.5% |
| Participant deferral / active EE | $6,525 | $5,256+24.1% | $4,654+40.2% | $6,342+2.9% |
| Admin fee / account holder | $17,324 | $7,974+117.3% | $6,755+156.5% | $12,315+40.7% |