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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 | $93,221 | $97,125-4.0% | $86,233+8.1% | $137,256-32.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.34% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $6,005 | $2,841+111.4% | $2,504+139.8% | $4,156+44.5% |
| Participant deferral / active EE | $7,953 | $5,180+53.6% | $4,559+74.5% | $6,407+24.1% |
| Admin fee / account holder | $4,003 | $9,725-58.8% | $8,342-52.0% | $12,270-67.4% |