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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 | $99,671 | $89,259+11.7% | $107,187-7.0% | $82,637+20.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.21% | 21.02%-6.8pp | 204.55%-190.3pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,872 | $3,080-6.8% | $3,782-24.1% | $2,552+12.5% |
| Participant deferral / active EE | $7,294 | $4,037+80.7% | $5,096+43.1% | $4,126+76.8% |
| Admin fee / account holder | $12,469 | $7,381+68.9% | $9,162+36.1% | $7,339+69.9% |