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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 | $99,791 | $110,307-9.5% | $96,576+3.3% | $139,456-28.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.65% | 26.40%-10.7pp | 25.87%-10.2pp | 373.45%-357.8pp |
| Employer contribution / active EE | $1,167 | $3,619-67.7% | $2,965-60.6% | $4,753-75.4% |
| Participant deferral / active EE | $8,448 | $5,547+52.3% | $4,851+74.2% | $6,711+25.9% |
| Admin fee / account holder | $63,767 | $11,597+449.9% | $8,253+672.7% | $11,407+459.0% |