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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 | $108,480 | $101,618+6.8% | $93,063+16.6% | $137,256-21.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.59% | 223.95%-209.4pp | 34.15%-19.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,073 | $2,707+124.3% | $2,476+145.3% | $4,156+46.1% |
| Participant deferral / active EE | $3,099 | $4,279-27.6% | $3,958-21.7% | $6,407-51.6% |
| Admin fee / account holder | $2,483 | $6,198-59.9% | $6,033-58.8% | $12,270-79.8% |