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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 | $100,314 | $98,240+2.1% | $82,312+21.9% | $147,586-32.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.04% | 30.85%-19.8pp | 25.88%-14.8pp | 578.59%-567.6pp |
| Employer contribution / active EE | $3,000 | $3,192-6.0% | $2,428+23.5% | $4,876-38.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $903 | $8,563-89.5% | $5,608-83.9% | $10,886-91.7% |