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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 | $98,371 | $117,859-16.5% | $102,438-4.0% | $145,959-32.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 31.72%-20.3pp | 29.37%-18.0pp | 561.95%-550.6pp |
| Employer contribution / active EE | $4,637 | $3,615+28.3% | $3,024+53.4% | $4,661-0.5% |
| Participant deferral / active EE | $13,514 | $5,732+135.8% | $5,054+167.4% | $6,689+102.0% |
| Admin fee / account holder | $5,742 | $13,318-56.9% | $9,448-39.2% | $13,398-57.1% |