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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 | $108,511 | $114,013-4.8% | $103,693+4.6% | $155,188-30.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.07% | 49.31%-36.2pp | 47.61%-34.5pp | 148.84%-135.8pp |
| Employer contribution / active EE | $1,725 | $3,131-44.9% | $2,920-40.9% | $4,248-59.4% |
| Participant deferral / active EE | $10,448 | $4,970+110.2% | $4,579+128.2% | $6,531+60.0% |
| Admin fee / account holder | $820 | $8,407-90.2% | $7,858-89.6% | $14,480-94.3% |