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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 | $102,644 | $110,379-7.0% | $102,412+0.2% | $145,884-29.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.59% | 24.84%-7.2pp | 24.94%-7.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $7,420 | $4,216+76.0% | $3,870+91.7% | $4,662+59.1% |
| Participant deferral / active EE | $4,980 | $5,622-11.4% | $5,060-1.6% | $6,690-25.6% |
| Admin fee / account holder | $1,051 | $9,745-89.2% | $8,388-87.5% | $13,392-92.2% |