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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 | $101,081 | $101,618-0.5% | $93,063+8.6% | $137,256-26.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.60% | 223.95%-203.3pp | 34.15%-13.6pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,331 | $2,707+60.0% | $2,476+74.9% | $4,156+4.2% |
| Participant deferral / active EE | $19,075 | $4,279+345.8% | $3,958+381.9% | $6,407+197.7% |
| Admin fee / account holder | $1,112 | $6,198-82.1% | $6,033-81.6% | $12,270-90.9% |