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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 | $91,448 | $124,980-26.8% | $108,359-15.6% | $154,746-40.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.35% | 45.00%-22.6pp | 36.89%-14.5pp | 172.34%-150.0pp |
| Employer contribution / active EE | $6,822 | $2,851+139.3% | $2,399+184.3% | $4,379+55.8% |
| Participant deferral / active EE | $17,652 | $4,743+272.2% | $4,137+326.7% | $6,730+162.3% |
| Admin fee / account holder | $2,089 | $11,502-81.8% | $9,741-78.6% | $14,365-85.5% |