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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 | $93,751 | $100,073-6.3% | $85,126+10.1% | $145,877-35.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 84.11%-73.1pp | 66.63%-55.6pp | 551.28%-540.3pp |
| Employer contribution / active EE | $3,058 | $3,236-5.5% | $2,731+11.9% | $4,663-34.4% |
| Participant deferral / active EE | $20,606 | $5,294+289.2% | $4,523+355.6% | $6,691+208.0% |
| Admin fee / account holder | $1,460 | $7,261-79.9% | $6,160-76.3% | $13,402-89.1% |