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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 | $106,876 | $116,190-8.0% | $93,614+14.2% | $152,885-30.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.62% | 35.96%-14.3pp | 32.76%-11.1pp | 345.39%-323.8pp |
| Employer contribution / active EE | $10,655 | $3,219+231.0% | $2,718+292.0% | $4,763+123.7% |
| Participant deferral / active EE | $7,957 | $4,604+72.8% | $4,069+95.5% | $5,851+36.0% |
| Admin fee / account holder | $8,896 | $10,749-17.2% | $7,889+12.8% | $11,598-23.3% |