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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 | $101,123 | $154,754-34.7% | $124,206-18.6% | $138,895-27.2% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.6%+17.9pp | 79.9%+7.6pp |
| Annual return | 15.32% | 709.28%-694.0pp | 515.27%-499.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $11,161 | $4,446+151.0% | $3,540+215.3% | $4,194+166.1% |
| Participant deferral / active EE | $3,511 | $4,621-24.0% | $3,968-11.5% | $6,396-45.1% |
| Admin fee / account holder | $1,669 | $6,690-75.1% | $5,929-71.9% | $12,562-86.7% |