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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 | $107,110 | $111,535-4.0% | $105,223+1.8% | $137,256-22.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.78% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $6,157 | $3,939+56.3% | $3,689+66.9% | $4,156+48.1% |
| Participant deferral / active EE | $14,935 | $5,500+171.6% | $5,072+194.5% | $6,407+133.1% |
| Admin fee / account holder | $1,435 | $9,721-85.2% | $8,859-83.8% | $12,270-88.3% |