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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 | $114,946 | $97,289+18.1% | $92,805+23.9% | $155,188-25.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.77% | 29.03%-10.3pp | 31.59%-12.8pp | 148.84%-130.1pp |
| Employer contribution / active EE | $20,851 | $3,632+474.1% | $3,424+509.0% | $4,248+390.9% |
| Participant deferral / active EE | $7,833 | $8,795-10.9% | $8,448-7.3% | $6,531+19.9% |
| Admin fee / account holder | $737 | $12,015-93.9% | $10,911-93.2% | $14,480-94.9% |