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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 | $104,015 | $98,240+5.9% | $82,312+26.4% | $147,586-29.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.38% | 30.85%-12.5pp | 25.88%-7.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,325 | $3,192-58.5% | $2,428-45.4% | $4,876-72.8% |
| Participant deferral / active EE | $1,525 | $4,383-65.2% | $3,706-58.9% | $5,439-72.0% |
| Admin fee / account holder | $811 | $8,563-90.5% | $5,608-85.5% | $10,886-92.5% |