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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 | $89,011 | $99,053-10.1% | $88,179+0.9% | $138,895-35.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 19.31% | 78.17%-58.9pp | 64.97%-45.7pp | 145.39%-126.1pp |
| Employer contribution / active EE | $6,313 | $2,882+119.0% | $2,549+147.6% | $4,194+50.5% |
| Participant deferral / active EE | $10,016 | $5,225+91.7% | $4,614+117.1% | $6,396+56.6% |
| Admin fee / account holder | $2,522 | $8,748-71.2% | $7,673-67.1% | $12,562-79.9% |