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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 | $99,256 | $201,372-50.7% | $184,260-46.1% | $145,884-32.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.22% | 29.04%-13.8pp | 28.84%-13.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $6,792 | $7,024-3.3% | $6,427+5.7% | $4,662+45.7% |
| Participant deferral / active EE | $8,316 | $9,808-15.2% | $9,133-8.9% | $6,690+24.3% |
| Admin fee / account holder | $4,670 | $16,362-71.5% | $13,898-66.4% | $13,392-65.1% |