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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 | $100,538 | $162,821-38.3% | $133,978-25.0% | $158,982-36.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.98% | 41.95%-29.0pp | 45.10%-32.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $10,355 | $4,976+108.1% | $3,919+164.2% | $4,763+117.4% |
| Participant deferral / active EE | $5,161 | $5,910-12.7% | $5,047+2.3% | $5,983-13.7% |
| Admin fee / account holder | $669 | $11,742-94.3% | $8,930-92.5% | $11,252-94.1% |