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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 | $106,836 | $127,790-16.4% | $106,554+0.3% | $167,553-36.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.65% | 33.88%-23.2pp | 26.80%-16.2pp | 478.89%-468.2pp |
| Employer contribution / active EE | $7,557 | $3,427+120.5% | $2,819+168.1% | $4,840+56.1% |
| Participant deferral / active EE | $4,784 | $5,088-6.0% | $4,398+8.8% | $6,343-24.6% |
| Admin fee / account holder | $780 | $11,231-93.1% | $7,408-89.5% | $12,316-93.7% |