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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 | $104,321 | $137,414-24.1% | $189,545-45.0% | $85,851+21.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.90% | 38.14%-21.2pp | 555.36%-538.5pp | 318.63%-301.7pp |
| Employer contribution / active EE | $6,107 | $4,344+40.6% | $6,162-0.9% | $2,565+138.0% |
| Participant deferral / active EE | $10,444 | $6,260+66.8% | $8,220+27.0% | $3,952+164.2% |
| Admin fee / account holder | $1,707 | $8,630-80.2% | $12,049-85.8% | $6,261-72.7% |