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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 | $105,210 | $109,411-3.8% | $89,435+17.6% | $158,982-33.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.97% | 345.68%-333.7pp | 245.55%-233.6pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,857 | $3,173-10.0% | $2,587+10.4% | $4,763-40.0% |
| Participant deferral / active EE | $6,270 | $4,600+36.3% | $3,890+61.2% | $5,983+4.8% |
| Admin fee / account holder | $895 | $6,159-85.5% | $4,884-81.7% | $11,252-92.0% |