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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 | $96,437 | $107,368-10.2% | $92,915+3.8% | $152,909-36.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.52% | 145.64%-131.1pp | 109.45%-94.9pp | 345.46%-330.9pp |
| Employer contribution / active EE | $10,274 | $4,222+143.3% | $3,653+181.2% | $4,764+115.7% |
| Participant deferral / active EE | $5,871 | $4,848+21.1% | $4,238+38.5% | $5,851+0.3% |
| Admin fee / account holder | $6,544 | $7,082-7.6% | $5,796+12.9% | $11,601-43.6% |