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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 | $109,986 | $108,882+1.0% | $96,754+13.7% | $154,746-28.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.70% | 98.39%-82.7pp | 82.04%-66.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,371 | $3,018-21.4% | $2,679-11.5% | $4,379-45.8% |
| Participant deferral / active EE | $2,679 | $5,323-49.7% | $4,758-43.7% | $6,730-60.2% |
| Admin fee / account holder | $1,437 | $10,200-85.9% | $8,905-83.9% | $14,365-90.0% |