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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 | $113,309 | $176,402-35.8% | $134,162-15.5% | $158,982-28.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.91% | 63.66%-47.7pp | 36.35%-20.4pp | 302.99%-287.1pp |
| Employer contribution / active EE | $9,913 | $5,042+96.6% | $3,705+167.6% | $4,763+108.1% |
| Participant deferral / active EE | $7,968 | $4,093+94.7% | $3,500+127.7% | $5,983+33.2% |
| Admin fee / account holder | $1,631 | $8,719-81.3% | $6,685-75.6% | $11,252-85.5% |