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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 | $105,440 | $117,895-10.6% | $102,460+2.9% | $145,897-27.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 31.92%-17.4pp | 29.47%-14.9pp | 552.29%-537.8pp |
| Employer contribution / active EE | $7,161 | $3,619+97.9% | $3,025+136.7% | $4,663+53.6% |
| Participant deferral / active EE | $18,885 | $5,736+229.2% | $5,056+273.5% | $6,689+182.3% |
| Admin fee / account holder | $7,030 | $13,353-47.4% | $9,460-25.7% | $13,390-47.5% |