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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 | $111,477 | $98,760+12.9% | $149,715-25.5% | $79,858+39.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.48% | 27.43%-11.9pp | 276.66%-261.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,041 | $3,217-67.6% | $4,645-77.6% | $2,471-57.9% |
| Participant deferral / active EE | $6,375 | $5,681+12.2% | $6,842-6.8% | $3,740+70.5% |
| Admin fee / account holder | $5,711 | $6,053-5.7% | $9,310-38.7% | $5,306+7.6% |