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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 | $105,188 | $112,935-6.9% | $90,970+15.6% | $158,966-33.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.08% | 215.79%-197.7pp | 134.58%-116.5pp | 302.95%-284.9pp |
| Employer contribution / active EE | $753 | $2,895-74.0% | $2,122-64.5% | $4,762-84.2% |
| Participant deferral / active EE | $10,384 | $4,129+151.5% | $3,373+207.8% | $5,983+73.6% |
| Admin fee / account holder | $577 | $8,045-92.8% | $5,960-90.3% | $11,250-94.9% |