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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 | $93,576 | $121,701-23.1% | $104,639-10.6% | $158,982-41.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.91% | 465.72%-448.8pp | 340.67%-323.8pp | 302.99%-286.1pp |
| Employer contribution / active EE | $2,708 | $3,165-14.5% | $2,682+1.0% | $4,763-43.2% |
| Participant deferral / active EE | $12,569 | $4,176+201.0% | $3,738+236.3% | $5,983+110.1% |
| Admin fee / account holder | $1,312 | $7,778-83.1% | $6,465-79.7% | $11,252-88.3% |