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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 | $105,116 | $99,994+5.1% | $146,647-28.3% | $85,851+22.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.88% | 18.93%-7.1pp | 22.75%-10.9pp | 318.63%-306.8pp |
| Employer contribution / active EE | $6,079 | $2,559+137.5% | $4,137+46.9% | $2,565+136.9% |
| Participant deferral / active EE | $8,401 | $4,006+109.7% | $5,506+52.6% | $3,952+112.5% |
| Admin fee / account holder | $1,934 | $7,703-74.9% | $10,281-81.2% | $6,261-69.1% |