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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 | $106,762 | $117,444-9.1% | $99,479+7.3% | $152,909-30.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 13.62% | 31.87%-18.2pp | 30.72%-17.1pp | 345.46%-331.8pp |
| Employer contribution / active EE | $6,181 | $3,014+105.1% | $2,540+143.3% | $4,764+29.7% |
| Participant deferral / active EE | $3,226 | $4,086-21.1% | $3,619-10.9% | $5,851-44.9% |
| Admin fee / account holder | $6,987 | $7,635-8.5% | $6,253+11.7% | $11,601-39.8% |