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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 | $122,789 | $106,247+15.6% | $96,515+27.2% | $139,466-12.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.95% | 38.47%-16.5pp | 35.73%-13.8pp | 373.66%-351.7pp |
| Employer contribution / active EE | $5,018 | $4,106+22.2% | $3,740+34.2% | $4,754+5.6% |
| Participant deferral / active EE | $14,803 | $5,456+171.3% | $4,880+203.4% | $6,712+120.6% |
| Admin fee / account holder | $1,784 | $7,885-77.4% | $6,735-73.5% | $11,409-84.4% |