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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 | $110,407 | $167,030-33.9% | $135,768-18.7% | $155,188-28.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.95% | 678.39%-667.4pp | 526.10%-515.1pp | 148.84%-137.9pp |
| Employer contribution / active EE | $3,337 | $4,132-19.3% | $3,394-1.7% | $4,248-21.4% |
| Participant deferral / active EE | $7,833 | $4,528+73.0% | $3,977+97.0% | $6,531+19.9% |
| Admin fee / account holder | $775 | $8,172-90.5% | $7,048-89.0% | $14,480-94.6% |