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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 | $105,260 | $115,814-9.1% | $101,275+3.9% | $158,982-33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.29% | 56.16%-46.9pp | 46.48%-37.2pp | 302.99%-293.7pp |
| Employer contribution / active EE | $15,456 | $4,176+270.1% | $3,660+322.3% | $4,763+224.5% |
| Participant deferral / active EE | $11,494 | $4,958+131.8% | $4,371+163.0% | $5,983+92.1% |
| Admin fee / account holder | $647 | $7,249-91.1% | $5,948-89.1% | $11,252-94.3% |