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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 | $99,568 | $105,160-5.3% | $94,679+5.2% | $139,456-28.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.45% | 38.04%-17.6pp | 156.75%-136.3pp | 373.45%-353.0pp |
| Employer contribution / active EE | $12,372 | $4,107+201.3% | $3,673+236.9% | $4,753+160.3% |
| Participant deferral / active EE | $7,282 | $7,599-4.2% | $7,417-1.8% | $6,711+8.5% |
| Admin fee / account holder | $748 | $8,988-91.7% | $7,233-89.7% | $11,407-93.4% |