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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 | $114,272 | $100,279+14.0% | $81,353+40.5% | $145,884-21.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 34.49%-22.5pp | 24.82%-12.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $7,109 | $2,979+138.6% | $2,464+188.5% | $4,662+52.5% |
| Participant deferral / active EE | $3,578 | $4,611-22.4% | $3,885-7.9% | $6,690-46.5% |
| Admin fee / account holder | $921 | $8,206-88.8% | $5,766-84.0% | $13,392-93.1% |