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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 | $110,646 | $109,411+1.1% | $89,435+23.7% | $158,982-30.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.61% | 345.68%-331.1pp | 245.55%-230.9pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,220 | $3,173-30.0% | $2,587-14.2% | $4,763-53.4% |
| Participant deferral / active EE | $8,622 | $4,600+87.4% | $3,890+121.6% | $5,983+44.1% |
| Admin fee / account holder | $439 | $6,159-92.9% | $4,884-91.0% | $11,252-96.1% |