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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 | $105,580 | $115,814-8.8% | $101,275+4.3% | $158,982-33.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.06% | 56.16%-41.1pp | 46.48%-31.4pp | 302.99%-287.9pp |
| Employer contribution / active EE | $16,575 | $4,176+296.9% | $3,660+352.9% | $4,763+248.0% |
| Participant deferral / active EE | $11,267 | $4,958+127.2% | $4,371+157.8% | $5,983+88.3% |
| Admin fee / account holder | $487 | $7,249-93.3% | $5,948-91.8% | $11,252-95.7% |