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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 | $100,747 | $112,131-10.2% | $95,964+5.0% | $158,982-36.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.15% | 171.19%-160.0pp | 91.64%-80.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $9,408 | $3,199+194.1% | $2,541+270.2% | $4,763+97.5% |
| Participant deferral / active EE | $7,938 | $4,784+65.9% | $4,167+90.5% | $5,983+32.7% |
| Admin fee / account holder | $1,344 | $10,136-86.7% | $6,797-80.2% | $11,252-88.1% |