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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 | $109,582 | $93,346+17.4% | $71,796+52.6% | $273,972-60.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.38% | 130.39%-121.0pp | 78.04%-68.7pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,344 | $2,733-50.8% | $1,924-30.2% | $4,869-72.4% |
| Participant deferral / active EE | $6,853 | $3,475+97.2% | $2,794+145.2% | $5,287+29.6% |
| Admin fee / account holder | $353 | $6,571-94.6% | $4,815-92.7% | $10,133-96.5% |