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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 | $102,867 | $124,980-17.7% | $108,359-5.1% | $154,746-33.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.13% | 45.00%-29.9pp | 36.89%-21.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $9,471 | $2,851+232.2% | $2,399+294.7% | $4,379+116.3% |
| Participant deferral / active EE | $7,900 | $4,743+66.6% | $4,137+91.0% | $6,730+17.4% |
| Admin fee / account holder | $751 | $11,502-93.5% | $9,741-92.3% | $14,365-94.8% |