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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 | $110,422 | $102,422+7.8% | $147,117-24.9% | $80,959+36.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.83% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.8pp |
| Employer contribution / active EE | $3,145 | $3,717-15.4% | $4,932-36.2% | $2,757+14.1% |
| Participant deferral / active EE | $6,771 | $6,652+1.8% | $8,065-16.0% | $4,300+57.5% |
| Admin fee / account holder | $7,488 | $7,953-5.8% | $12,993-42.4% | $6,925+8.1% |