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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 | $104,701 | $212,386-50.7% | $199,883-47.6% | $138,895-24.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.70% | 47.75%-33.0pp | 43.81%-29.1pp | 145.39%-130.7pp |
| Employer contribution / active EE | $7,516 | $6,625+13.5% | $6,261+20.0% | $4,194+79.2% |
| Participant deferral / active EE | $7,323 | $9,617-23.9% | $9,138-19.9% | $6,396+14.5% |
| Admin fee / account holder | $7,525 | $18,233-58.7% | $17,268-56.4% | $12,562-40.1% |