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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 | $102,622 | $118,708-13.6% | $98,920+3.7% | $158,982-35.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.83% | 372.49%-359.7pp | 196.47%-183.6pp | 302.99%-290.2pp |
| Employer contribution / active EE | $3,852 | $3,334+15.5% | $2,689+43.2% | $4,763-19.1% |
| Participant deferral / active EE | $10,586 | $5,089+108.0% | $4,245+149.4% | $5,983+76.9% |
| Admin fee / account holder | $1,638 | $10,134-83.8% | $6,643-75.3% | $11,252-85.4% |