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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 | $99,554 | $118,496-16.0% | $98,461+1.1% | $139,466-28.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.84% | 18.96%-2.1pp | 21.17%-4.3pp | 373.66%-356.8pp |
| Employer contribution / active EE | $21,548 | $3,611+496.8% | $3,049+606.8% | $4,754+353.3% |
| Participant deferral / active EE | $15,407 | $5,393+185.7% | $4,738+225.2% | $6,712+129.5% |
| Admin fee / account holder | $4,289 | $14,056-69.5% | $8,961-52.1% | $11,409-62.4% |