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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 | $101,652 | $97,078+4.7% | $103,065-1.4% | $145,897-30.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 11.66% | 25.49%-13.8pp | 23.95%-12.3pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,580 | $4,680-44.9% | $4,675-44.8% | $4,663-44.7% |
| Participant deferral / active EE | $21,736 | $6,601+229.3% | $6,625+228.1% | $6,689+224.9% |
| Admin fee / account holder | $23,001 | $12,505+83.9% | $9,349+146.0% | $13,390+71.8% |