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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 | $116,312 | $110,278+5.5% | $95,740+21.5% | $139,466-16.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.66% | 27.19%-8.5pp | 28.41%-9.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $8,667 | $3,260+165.8% | $2,836+205.6% | $4,754+82.3% |
| Participant deferral / active EE | $16,200 | $4,674+246.6% | $4,244+281.7% | $6,712+141.4% |
| Admin fee / account holder | $1,034 | $6,613-84.4% | $5,676-81.8% | $11,409-90.9% |