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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 | $116,692 | $132,099-11.7% | $115,599+0.9% | $138,895-16.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.58% | 176.76%-162.2pp | 111.10%-96.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,875 | $3,416-45.1% | $2,955-36.6% | $4,194-55.3% |
| Participant deferral / active EE | $3,551 | $5,617-36.8% | $4,889-27.4% | $6,396-44.5% |
| Admin fee / account holder | $4,583 | $15,650-70.7% | $12,841-64.3% | $12,562-63.5% |