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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 | $101,221 | $111,535-9.2% | $105,223-3.8% | $137,256-26.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.49% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,993 | $3,939+1.4% | $3,689+8.3% | $4,156-3.9% |
| Participant deferral / active EE | $12,157 | $5,500+121.0% | $5,072+139.7% | $6,407+89.8% |
| Admin fee / account holder | $850 | $9,721-91.3% | $8,859-90.4% | $12,270-93.1% |