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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 | $106,502 | $150,207-29.1% | $120,380-11.5% | $145,978-27.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.74% | 154.28%-136.5pp | 107.28%-89.5pp | 550.52%-532.8pp |
| Employer contribution / active EE | $2,029 | $4,351-53.4% | $3,465-41.4% | $4,662-56.5% |
| Participant deferral / active EE | $8,302 | $6,175+34.4% | $4,992+66.3% | $6,690+24.1% |
| Admin fee / account holder | $2,458 | $12,203-79.9% | $9,421-73.9% | $13,400-81.7% |