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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 | $103,888 | $117,895-11.9% | $102,460+1.4% | $145,897-28.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.72% | 31.92%-18.2pp | 29.47%-15.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,356 | $3,619-34.9% | $3,025-22.1% | $4,663-49.5% |
| Participant deferral / active EE | $7,447 | $5,736+29.8% | $5,056+47.3% | $6,689+11.3% |
| Admin fee / account holder | $35,461 | $13,353+165.6% | $9,460+274.8% | $13,390+164.8% |