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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 | $101,561 | $115,903-12.4% | $100,528+1.0% | $158,966-36.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.98% | 34.80%-17.8pp | 30.90%-13.9pp | 302.95%-286.0pp |
| Employer contribution / active EE | $4,839 | $4,105+17.9% | $3,419+41.6% | $4,762+1.6% |
| Participant deferral / active EE | $12,260 | $6,677+83.6% | $6,271+95.5% | $5,983+104.9% |
| Admin fee / account holder | $1,544 | $11,000-86.0% | $8,084-80.9% | $11,250-86.3% |