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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 | $99,002 | $106,280-6.8% | $96,538+2.6% | $139,487-29.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.20% | 38.48%-23.3pp | 35.74%-20.5pp | 373.84%-358.6pp |
| Employer contribution / active EE | $5,180 | $4,107+26.1% | $3,740+38.5% | $4,755+9.0% |
| Participant deferral / active EE | $13,158 | $5,457+141.1% | $4,880+169.6% | $6,713+96.0% |
| Admin fee / account holder | $24,899 | $7,888+215.7% | $6,737+269.6% | $11,407+118.3% |