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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 | $105,641 | $197,637-46.5% | $177,848-40.6% | $158,982-33.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.02% | 58.77%-33.8pp | 48.33%-23.3pp | 302.99%-278.0pp |
| Employer contribution / active EE | $1,700 | $6,698-74.6% | $5,919-71.3% | $4,763-64.3% |
| Participant deferral / active EE | $12,126 | $8,405+44.3% | $7,714+57.2% | $5,983+102.6% |
| Admin fee / account holder | $1,800 | $15,406-88.3% | $12,431-85.5% | $11,252-84.0% |