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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 | $91,965 | $99,053-7.2% | $88,179+4.3% | $138,895-33.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 20.79% | 78.17%-57.4pp | 64.97%-44.2pp | 145.39%-124.6pp |
| Employer contribution / active EE | $8,577 | $2,882+197.6% | $2,549+236.4% | $4,194+104.5% |
| Participant deferral / active EE | $16,952 | $5,225+224.4% | $4,614+267.4% | $6,396+165.0% |
| Admin fee / account holder | $2,178 | $8,748-75.1% | $7,673-71.6% | $12,562-82.7% |