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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 | $101,533 | $111,535-9.0% | $105,223-3.5% | $137,256-26.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.99% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,059 | $3,939-47.7% | $3,689-44.2% | $4,156-50.5% |
| Participant deferral / active EE | $6,983 | $5,500+27.0% | $5,072+37.7% | $6,407+9.0% |
| Admin fee / account holder | $806 | $9,721-91.7% | $8,859-90.9% | $12,270-93.4% |