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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 | $104,016 | $115,814-10.2% | $101,275+2.7% | $158,982-34.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 33.77% | 56.16%-22.4pp | 46.48%-12.7pp | 302.99%-269.2pp |
| Employer contribution / active EE | $3,357 | $4,176-19.6% | $3,660-8.3% | $4,763-29.5% |
| Participant deferral / active EE | $17,333 | $4,958+249.6% | $4,371+296.6% | $5,983+189.7% |
| Admin fee / account holder | $332 | $7,249-95.4% | $5,948-94.4% | $11,252-97.1% |