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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 | $106,742 | $105,210+1.5% | $159,487-33.1% | $85,851+24.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.02% | 45.08%-24.1pp | 263.71%-242.7pp | 318.63%-297.6pp |
| Employer contribution / active EE | $3,952 | $3,319+19.1% | $4,831-18.2% | $2,565+54.0% |
| Participant deferral / active EE | $8,753 | $5,946+47.2% | $7,354+19.0% | $3,952+121.5% |
| Admin fee / account holder | $860 | $6,934-87.6% | $10,804-92.0% | $6,261-86.3% |