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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 | $99,911 | $104,937-4.8% | $84,628+18.1% | $152,897-34.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 16.21% | 373.88%-357.7pp | 258.80%-242.6pp | 345.43%-329.2pp |
| Employer contribution / active EE | $2,848 | $3,303-13.8% | $2,653+7.3% | $4,764-40.2% |
| Participant deferral / active EE | $6,984 | $4,690+48.9% | $3,900+79.1% | $5,851+19.4% |
| Admin fee / account holder | $6,203 | $6,243-0.6% | $4,914+26.2% | $11,599-46.5% |