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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 | $103,521 | $172,111-39.9% | $150,298-31.1% | $137,256-24.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.25% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $8,429 | $4,636+81.8% | $4,154+102.9% | $4,156+102.8% |
| Participant deferral / active EE | $13,645 | $6,166+121.3% | $5,453+150.2% | $6,407+113.0% |
| Admin fee / account holder | $8,670 | $16,471-47.4% | $14,116-38.6% | $12,270-29.3% |