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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 | $100,157 | $95,415+5.0% | $185,851-46.1% | $85,851+16.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.83% | 23.59%-8.8pp | 122.11%-107.3pp | 318.63%-303.8pp |
| Employer contribution / active EE | $5,083 | $3,314+53.4% | $5,168-1.6% | $2,565+98.1% |
| Participant deferral / active EE | $3,218 | $3,424-6.0% | $5,569-42.2% | $3,952-18.6% |
| Admin fee / account holder | $1,587 | $7,215-78.0% | $16,245-90.2% | $6,261-74.6% |