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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 | $107,283 | $110,551-3.0% | $80,741+32.9% | $167,518-36.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 9.24% | 120.57%-111.3pp | 87.30%-78.1pp | 478.71%-469.5pp |
| Employer contribution / active EE | $1,160 | $1,543-24.8% | $1,1600% | $4,838-76.0% |
| Participant deferral / active EE | $3,282 | $2,870+14.3% | $2,145+53.0% | $6,342-48.3% |
| Admin fee / account holder | $1,298 | $4,547-71.5% | $3,380-61.6% | $12,312-89.5% |