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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 | $111,954 | $124,351-10.0% | $109,188+2.5% | $167,553-33.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.16% | 26.04%-13.9pp | 25.76%-13.6pp | 478.89%-466.7pp |
| Employer contribution / active EE | $8,418 | $4,210+100.0% | $3,723+126.1% | $4,840+73.9% |
| Participant deferral / active EE | $4,084 | $5,257-22.3% | $4,654-12.3% | $6,343-35.6% |
| Admin fee / account holder | $1,180 | $7,975-85.2% | $6,755-82.5% | $12,316-90.4% |