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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 | $84,496 | $101,063-16.4% | $81,473+3.7% | $147,585-42.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.47% | 32.41%-15.9pp | 38.78%-22.3pp | 578.58%-562.1pp |
| Employer contribution / active EE | $8,175 | $3,206+155.0% | $2,568+218.4% | $4,876+67.7% |
| Participant deferral / active EE | $8,852 | $4,242+108.7% | $3,537+150.3% | $5,439+62.8% |
| Admin fee / account holder | $7,044 | $5,812+21.2% | $4,561+54.4% | $10,886-35.3% |