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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 | $114,291 | $112,935+1.2% | $90,970+25.6% | $158,966-28.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.50% | 215.79%-208.3pp | 134.58%-127.1pp | 302.95%-295.5pp |
| Employer contribution / active EE | $2,500 | $2,895-13.6% | $2,122+17.8% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $849 | $8,045-89.4% | $5,960-85.8% | $11,250-92.5% |