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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 | $100,621 | $96,524+4.2% | $75,900+32.6% | $152,909-34.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 15.29% | 33.93%-18.6pp | 30.73%-15.4pp | 345.46%-330.2pp |
| Employer contribution / active EE | $7,633 | $3,311+130.6% | $2,501+205.2% | $4,764+60.2% |
| Participant deferral / active EE | $5,163 | $4,554+13.4% | $3,604+43.3% | $5,851-11.8% |
| Admin fee / account holder | $2,099 | $8,082-74.0% | $5,421-61.3% | $11,601-81.9% |