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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 | $100,176 | $106,280-5.7% | $96,538+3.8% | $139,487-28.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 38.48%-24.7pp | 35.74%-22.0pp | 373.84%-360.1pp |
| Employer contribution / active EE | $18,606 | $4,107+353.0% | $3,740+397.4% | $4,755+291.3% |
| Participant deferral / active EE | $6,419 | $5,457+17.6% | $4,880+31.5% | $6,713-4.4% |
| Admin fee / account holder | $5,286 | $7,888-33.0% | $6,737-21.5% | $11,407-53.7% |