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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 | $107,875 | $162,781-33.7% | $133,956-19.5% | $158,931-32.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.54% | 41.94%-33.4pp | 45.09%-36.6pp | 302.86%-294.3pp |
| Employer contribution / active EE | $9,672 | $4,975+94.4% | $3,919+146.8% | $4,761+103.1% |
| Participant deferral / active EE | $8,979 | $5,911+51.9% | $5,048+77.9% | $5,982+50.1% |
| Admin fee / account holder | $1,337 | $11,736-88.6% | $8,927-85.0% | $11,247-88.1% |