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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 | $109,492 | $108,942+0.5% | $100,415+9.0% | $145,897-25.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.28% | 58.27%-40.0pp | 49.47%-31.2pp | 552.29%-534.0pp |
| Employer contribution / active EE | $2,445 | $4,422-44.7% | $3,943-38.0% | $4,663-47.6% |
| Participant deferral / active EE | $3,972 | $8,461-53.1% | $8,091-50.9% | $6,689-40.6% |
| Admin fee / account holder | $549 | $9,702-94.3% | $7,906-93.1% | $13,390-95.9% |