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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 | $110,517 | $101,618+8.8% | $93,063+18.8% | $137,256-19.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.69% | 223.95%-203.3pp | 34.15%-13.5pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,565 | $2,707-42.2% | $2,476-36.8% | $4,156-62.3% |
| Participant deferral / active EE | $8,449 | $4,279+97.4% | $3,958+113.5% | $6,407+31.9% |
| Admin fee / account holder | $464 | $6,198-92.5% | $6,033-92.3% | $12,270-96.2% |