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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 | $107,256 | $111,535-3.8% | $105,223+1.9% | $137,256-21.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.88% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,929 | $3,939-25.6% | $3,689-20.6% | $4,156-29.5% |
| Participant deferral / active EE | $9,893 | $5,500+79.9% | $5,072+95.1% | $6,407+54.4% |
| Admin fee / account holder | $4,844 | $9,721-50.2% | $8,859-45.3% | $12,270-60.5% |