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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 | $97,448 | $113,338-14.0% | $94,993+2.6% | $147,586-34.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.99% | 20.80%-9.8pp | 27.14%-16.2pp | 578.59%-567.6pp |
| Employer contribution / active EE | $6,666 | $3,160+110.9% | $2,603+156.0% | $4,876+36.7% |
| Participant deferral / active EE | $5,143 | $3,777+36.2% | $3,317+55.0% | $5,439-5.4% |
| Admin fee / account holder | $505 | $6,063-91.7% | $4,960-89.8% | $10,886-95.4% |