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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 | $100,608 | $93,346+7.8% | $71,796+40.1% | $273,972-63.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.82% | 130.39%-121.6pp | 78.04%-69.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,933 | $2,733+7.3% | $1,924+52.4% | $4,869-39.7% |
| Participant deferral / active EE | $5,968 | $3,475+71.7% | $2,794+113.6% | $5,287+12.9% |
| Admin fee / account holder | $476 | $6,571-92.8% | $4,815-90.1% | $10,133-95.3% |