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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 | $99,932 | $90,486+10.4% | $78,676+27.0% | $273,972-63.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.97% | 75.62%-67.6pp | 62.19%-54.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $15,836 | $3,175+398.8% | $2,850+455.7% | $4,869+225.3% |
| Participant deferral / active EE | $16,000 | $3,901+310.1% | $3,517+355.0% | $5,287+202.6% |
| Admin fee / account holder | $508 | $5,263-90.3% | $4,510-88.7% | $10,133-95.0% |