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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 | $107,305 | $77,416+38.6% | $69,464+54.5% | $152,897-29.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 27.72% | 39.08%-11.4pp | 28.98%-1.3pp | 345.43%-317.7pp |
| Employer contribution / active EE | $1,791 | $3,315-46.0% | $2,779-35.5% | $4,764-62.4% |
| Participant deferral / active EE | $7,050 | $4,413+59.8% | $3,536+99.4% | $5,851+20.5% |
| Admin fee / account holder | $616 | $6,208-90.1% | $3,840-84.0% | $11,599-94.7% |