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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 | $100,863 | $110,278-8.5% | $95,740+5.4% | $139,466-27.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 35.49% | 27.19%+8.3pp | 28.41%+7.1pp | 373.66%-338.2pp |
| Employer contribution / active EE | $4,142 | $3,260+27.0% | $2,836+46.0% | $4,754-12.9% |
| Participant deferral / active EE | $17,769 | $4,674+280.1% | $4,244+318.7% | $6,712+164.7% |
| Admin fee / account holder | $940 | $6,613-85.8% | $5,676-83.4% | $11,409-91.8% |