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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 | $109,757 | $93,346+17.6% | $71,796+52.9% | $273,972-59.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.76% | 130.39%-121.6pp | 78.04%-69.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $6,033 | $2,733+120.7% | $1,924+213.5% | $4,869+23.9% |
| Participant deferral / active EE | $11,677 | $3,475+236.0% | $2,794+317.9% | $5,287+120.9% |
| Admin fee / account holder | $383 | $6,571-94.2% | $4,815-92.0% | $10,133-96.2% |