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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 | $99,135 | $105,856-6.3% | $90,161+10.0% | $147,586-32.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.04% | 37.63%-20.6pp | 34.89%-17.8pp | 578.59%-561.6pp |
| Employer contribution / active EE | $8,837 | $4,126+114.2% | $3,318+166.3% | $4,876+81.2% |
| Participant deferral / active EE | $6,996 | $5,733+22.0% | $5,287+32.3% | $5,439+28.6% |
| Admin fee / account holder | $936 | $8,046-88.4% | $5,943-84.2% | $10,886-91.4% |