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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 | $100,335 | $110,278-9.0% | $95,740+4.8% | $139,466-28.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.54% | 27.19%-12.6pp | 28.41%-13.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $12,688 | $3,260+289.1% | $2,836+347.4% | $4,754+166.9% |
| Participant deferral / active EE | $5,251 | $4,674+12.3% | $4,244+23.7% | $6,712-21.8% |
| Admin fee / account holder | $945 | $6,613-85.7% | $5,676-83.3% | $11,409-91.7% |