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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 | $89,586 | $109,411-18.1% | $89,435+0.2% | $158,982-43.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.98% | 345.68%-328.7pp | 245.55%-228.6pp | 302.99%-286.0pp |
| Employer contribution / active EE | $9,549 | $3,173+201.0% | $2,587+269.1% | $4,763+100.5% |
| Participant deferral / active EE | $9,299 | $4,600+102.1% | $3,890+139.0% | $5,983+55.4% |
| Admin fee / account holder | $484 | $6,159-92.1% | $4,884-90.1% | $11,252-95.7% |