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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 | $89,608 | $95,406-6.1% | $185,849-51.8% | $85,847+4.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.97% | 23.59%-8.6pp | 122.10%-107.1pp | 318.61%-303.6pp |
| Employer contribution / active EE | $6,109 | $3,314+84.4% | $5,169+18.2% | $2,565+138.1% |
| Participant deferral / active EE | $7,722 | $3,424+125.5% | $5,569+38.7% | $3,952+95.4% |
| Admin fee / account holder | $968 | $7,214-86.6% | $16,244-94.0% | $6,261-84.5% |