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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 | $100,698 | $102,385-1.6% | $147,080-31.5% | $80,935+24.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.26% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $7,668 | $3,717+106.3% | $4,933+55.4% | $2,757+178.2% |
| Participant deferral / active EE | $7,724 | $6,651+16.1% | $8,066-4.2% | $4,299+79.6% |
| Admin fee / account holder | $3,304 | $7,951-58.5% | $12,989-74.6% | $6,924-52.3% |