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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 | $123,141 | $111,814+10.1% | $103,378+19.1% | $145,978-15.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 24.80%-14.4pp | 24.91%-14.5pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,848 | $4,215-56.2% | $3,870-52.3% | $4,662-60.4% |
| Participant deferral / active EE | $13,737 | $5,618+144.5% | $5,058+171.6% | $6,690+105.4% |
| Admin fee / account holder | $7,163 | $9,764-26.6% | $8,401-14.7% | $13,400-46.5% |