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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 | $90,276 | $103,393-12.7% | $87,103+3.6% | $152,909-41.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.08% | 28.10%-3.0pp | 28.19%-3.1pp | 345.46%-320.4pp |
| Employer contribution / active EE | $9,645 | $3,221+199.4% | $2,521+282.5% | $4,764+102.5% |
| Participant deferral / active EE | $6,774 | $4,778+41.8% | $4,049+67.3% | $5,851+15.8% |
| Admin fee / account holder | $2,081 | $12,195-82.9% | $7,491-72.2% | $11,601-82.1% |