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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 | $106,045 | $125,184-15.3% | $105,607+0.4% | $145,884-27.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.66% | 225.00%-203.3pp | 116.11%-94.4pp | 551.85%-530.2pp |
| Employer contribution / active EE | $802 | $3,720-78.4% | $3,167-74.7% | $4,662-82.8% |
| Participant deferral / active EE | $5,551 | $5,714-2.9% | $5,011+10.8% | $6,690-17.0% |
| Admin fee / account holder | $8,128 | $17,133-52.6% | $10,958-25.8% | $13,392-39.3% |