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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 | $93,158 | $112,933-17.5% | $90,970+2.4% | $158,982-41.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.73% | 215.82%-205.1pp | 134.60%-123.9pp | 302.99%-292.3pp |
| Employer contribution / active EE | $1,790 | $2,893-38.2% | $2,122-15.7% | $4,763-62.4% |
| Participant deferral / active EE | $6,570 | $4,128+59.2% | $3,373+94.8% | $5,983+9.8% |
| Admin fee / account holder | $1,169 | $8,047-85.5% | $5,961-80.4% | $11,252-89.6% |