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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 | $89,650 | $109,344-18.0% | $89,400+0.3% | $158,950-43.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.73% | 345.73%-332.0pp | 245.64%-231.9pp | 302.91%-289.2pp |
| Employer contribution / active EE | $2,999 | $3,170-5.4% | $2,586+16.0% | $4,762-37.0% |
| Participant deferral / active EE | $6,101 | $4,599+32.7% | $3,890+56.8% | $5,983+2.0% |
| Admin fee / account holder | $667 | $6,154-89.2% | $4,882-86.3% | $11,248-94.1% |