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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 | $101,189 | $162,821-37.9% | $133,978-24.5% | $158,982-36.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.25% | 41.95%-22.7pp | 45.10%-25.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $8,603 | $4,976+72.9% | $3,919+119.5% | $4,763+80.6% |
| Participant deferral / active EE | $14,061 | $5,910+137.9% | $5,047+178.6% | $5,983+135.0% |
| Admin fee / account holder | $6,304 | $11,742-46.3% | $8,930-29.4% | $11,252-44.0% |