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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 | $97,765+4.0% | $103,486-1.8% | $145,884-30.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.66% | 25.44%-13.8pp | 23.93%-12.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,580 | $4,687-45.0% | $4,679-44.9% | $4,662-44.7% |
| Participant deferral / active EE | $21,736 | $6,606+229.0% | $6,628+227.9% | $6,690+224.9% |
| Admin fee / account holder | $23,001 | $12,505+83.9% | $9,354+145.9% | $13,392+71.8% |