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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 | $100,002 | $109,372-8.6% | $89,414+11.8% | $158,966-37.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.17% | 345.55%-332.4pp | 245.50%-232.3pp | 302.95%-289.8pp |
| Employer contribution / active EE | $1,280 | $3,171-59.6% | $2,586-50.5% | $4,762-73.1% |
| Participant deferral / active EE | $3,995 | $4,598-13.1% | $3,890+2.7% | $5,983-33.2% |
| Admin fee / account holder | $397 | $6,156-93.6% | $4,883-91.9% | $11,250-96.5% |