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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 | $103,527 | $110,379-6.2% | $102,412+1.1% | $145,884-29.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.22% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $7,422 | $4,216+76.0% | $3,870+91.8% | $4,662+59.2% |
| Participant deferral / active EE | $5,439 | $5,622-3.3% | $5,060+7.5% | $6,690-18.7% |
| Admin fee / account holder | $5,227 | $9,745-46.4% | $8,388-37.7% | $13,392-61.0% |