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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 | $110,092 | $117,895-6.6% | $102,460+7.4% | $145,897-24.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.71% | 31.92%-15.2pp | 29.47%-12.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $6,929 | $3,619+91.5% | $3,025+129.1% | $4,663+48.6% |
| Participant deferral / active EE | $9,144 | $5,736+59.4% | $5,056+80.8% | $6,689+36.7% |
| Admin fee / account holder | $109,956 | $13,353+723.5% | $9,460+1062.3% | $13,390+721.2% |