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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 | $100,737 | $81,208+24.0% | $98,916+1.8% | $79,858+26.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.54% | 60.99%-45.5pp | 196.45%-180.9pp | 31.72%-16.2pp |
| Employer contribution / active EE | $2,984 | $1,960+52.2% | $2,689+10.9% | $2,471+20.7% |
| Participant deferral / active EE | $9,299 | $3,265+184.8% | $4,245+119.1% | $3,740+148.6% |
| Admin fee / account holder | $6,256 | $6,013+4.0% | $6,642-5.8% | $5,306+17.9% |