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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 | $104,694 | $183,627-43.0% | $155,602-32.7% | $145,978-28.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.21% | 61.32%-49.1pp | 64.81%-52.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $7,807 | $5,316+46.8% | $4,675+67.0% | $4,662+67.5% |
| Participant deferral / active EE | $3,223 | $6,466-50.2% | $5,629-42.7% | $6,690-51.8% |
| Admin fee / account holder | $1,131 | $19,327-94.1% | $15,923-92.9% | $13,400-91.6% |