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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 | $98,333 | $110,240-10.8% | $96,544+1.9% | $139,487-29.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.03% | 26.41%-4.4pp | 25.88%-3.9pp | 373.84%-351.8pp |
| Employer contribution / active EE | $6,952 | $3,622+91.9% | $2,966+134.3% | $4,755+46.2% |
| Participant deferral / active EE | $11,918 | $5,549+114.8% | $4,851+145.7% | $6,713+77.5% |
| Admin fee / account holder | $9,215 | $11,602-20.6% | $8,254+11.6% | $11,407-19.2% |