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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 | $101,136 | $95,415+6.0% | $185,851-45.6% | $85,851+17.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.85% | 23.59%-10.7pp | 122.11%-109.3pp | 318.63%-305.8pp |
| Employer contribution / active EE | $4,447 | $3,314+34.2% | $5,168-14.0% | $2,565+73.3% |
| Participant deferral / active EE | $4,159 | $3,424+21.5% | $5,569-25.3% | $3,952+5.2% |
| Admin fee / account holder | $6,343 | $7,215-12.1% | $16,245-61.0% | $6,261+1.3% |