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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 | $101,216 | $94,749+6.8% | $112,899-10.3% | $139,466-27.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.66% | 40.92%-26.3pp | 34.11%-19.4pp | 373.66%-359.0pp |
| Employer contribution / active EE | $4,477 | $4,630-3.3% | $4,566-2.0% | $4,754-5.8% |
| Participant deferral / active EE | $3,293 | $6,517-49.5% | $6,516-49.5% | $6,712-50.9% |
| Admin fee / account holder | $4,202 | $8,530-50.7% | $7,047-40.4% | $11,409-63.2% |