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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 | $106,163 | $110,093-3.6% | $97,295+9.1% | $145,897-27.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.12% | 244.76%-233.6pp | 75.62%-64.5pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,791 | $3,077-41.8% | $2,723-34.2% | $4,663-61.6% |
| Participant deferral / active EE | $15,144 | $4,678+223.8% | $4,264+255.2% | $6,689+126.4% |
| Admin fee / account holder | $1,893 | $6,212-69.5% | $5,646-66.5% | $13,390-85.9% |