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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 | $103,055 | $100,203+2.8% | $85,240+20.9% | $145,897-29.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 84.28%-74.4pp | 66.75%-56.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $15,543 | $3,242+379.5% | $2,735+468.2% | $4,663+233.3% |
| Participant deferral / active EE | $10,951 | $5,299+106.7% | $4,527+141.9% | $6,689+63.7% |
| Admin fee / account holder | $2,241 | $7,265-69.2% | $6,165-63.7% | $13,390-83.3% |