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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 | $108,684 | $65,696+65.4% | $56,429+92.6% | $147,586-26.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 12.17% | 13.32%-1.2pp | 19.04%-6.9pp | 578.59%-566.4pp |
| Employer contribution / active EE | $7,003 | $4,121+69.9% | $3,405+105.7% | $4,876+43.6% |
| Participant deferral / active EE | $7,096 | $4,876+45.5% | $3,951+79.6% | $5,439+30.5% |
| Admin fee / account holder | $495 | $5,947-91.7% | $4,466-88.9% | $10,886-95.5% |