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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 | $102,215 | $117,895-13.3% | $102,460-0.2% | $145,897-29.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.86% | 31.92%-16.1pp | 29.47%-13.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,396 | $3,619-33.8% | $3,025-20.8% | $4,663-48.6% |
| Participant deferral / active EE | $10,443 | $5,736+82.1% | $5,056+106.5% | $6,689+56.1% |
| Admin fee / account holder | $2,145 | $13,353-83.9% | $9,460-77.3% | $13,390-84.0% |