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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 | $101,933 | $109,372-6.8% | $89,414+14.0% | $158,966-35.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.65% | 345.55%-324.9pp | 245.50%-224.8pp | 302.95%-282.3pp |
| Employer contribution / active EE | $2,249 | $3,171-29.1% | $2,586-13.0% | $4,762-52.8% |
| Participant deferral / active EE | $9,666 | $4,598+110.2% | $3,890+148.5% | $5,983+61.6% |
| Admin fee / account holder | $649 | $6,156-89.5% | $4,883-86.7% | $11,250-94.2% |