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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 | $117,390 | $110,337+6.4% | $102,383+14.7% | $145,877-19.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.43% | 24.83%-8.4pp | 24.94%-8.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,921 | $4,216-54.4% | $3,870-50.4% | $4,663-58.8% |
| Participant deferral / active EE | $3,479 | $5,621-38.1% | $5,060-31.2% | $6,691-48.0% |
| Admin fee / account holder | $14,257 | $9,750+46.2% | $8,391+69.9% | $13,402+6.4% |