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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 | $156,616-34.3% | $133,346-22.9% | $198,609-48.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 15.13% | 44.25%-29.1pp | 36.85%-21.7pp | 202.70%-187.6pp |
| Employer contribution / active EE | $9,471 | $3,368+181.2% | $2,853+231.9% | $5,055+87.3% |
| Participant deferral / active EE | $7,900 | $4,920+60.6% | $4,332+82.4% | $6,977+13.2% |
| Admin fee / account holder | $751 | $17,468-95.7% | $14,264-94.7% | $19,030-96.1% |